--- title: "Connect incwo and Paid Memberships Pro - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Get order\" in Paid Memberships Pro." canonical: "https://apiant.ai/connect/incwo-to-paid-memberships-pro" --- # Connect incwo and Paid Memberships Pro When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Get order** in [Paid Memberships Pro](https://apiant.ai/connections/paid-memberships-pro), or **Membership Level Changed** in Paid Memberships Pro to **Add invoice** in incwo. Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions Paid Memberships Pro **2** triggers Paid Memberships Pro **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want incwo and Paid Memberships Pro to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What incwo and Paid Memberships Pro can do together ### From incwo to Paid Memberships Pro - When **New invoice** in incwo then **Get order** in Paid Memberships Pro - When **New invoice** in incwo then **Change a User's Membership Level** in Paid Memberships Pro ### From Paid Memberships Pro to incwo - When **Membership Level Changed** in Paid Memberships Pro then **Add invoice** in incwo - When **Order Added or Updated** in Paid Memberships Pro then **Create Contact** in incwo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with incwo and Paid Memberships Pro ## Triggers and actions 3 triggers · 30 actions - Trigger **New invoice** Triggered when a new invoice is created - Action **Add invoice** Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo. - Action **Add opportunity** Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection.xml per docs. - Action **Create Contact** Creates a Contact - Action **Create Firm** Creates a Firm - Action **Create Task** Creates a Task - Action **Find Contact** Finds a contact - Action **Find Firm** Searches your incwo firms (companies) by keyword and returns the ones that match. - Action **Get contact** Retrieves a single incwo contact by its ID. - Action **Get firm** Get a firm by id. - Action **Get invoice** Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress. - Action **Get opportunity** Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence. - Action **Get task** Returns one incwo task by its id, with its title, content, due date, assignment and status. - Action **List contacts** List contacts, paginated with ?page=N and date filters. - Action **List firms** Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted. - Action **Update contact** Update a contact. - Action **Update firm** Update a firm. - Action **Update task** Update a project task. - Trigger **Membership Level Changed** Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date. - Trigger **Order Added or Updated** Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total). - Action **Add discount code** Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record. - Action **Cancel a User's Membership Level** Cancels a specific membership level for a member, identified by user ID or email. - Action **Change a User's Membership Level** Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership. - Action **Create a Membership Level Object** Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings. - Action **Delete membership level** Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API. - Action **Get discount code** Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value. - Action **Get membership level** Returns a membership level's full details, including pricing, billing cycle and expiration settings. - Action **Get order** Returns a membership order, including billing details, totals, payment gateway and status, by its order code. - Action **Get user's membership level** Returns the current membership level of a WordPress user, looked up by user ID or email. - Action **List membership levels** Returns all membership levels on your Paid Memberships Pro site, including inactive levels. - Action **List recent orders** Returns the most recently added or updated membership orders on your site, newest first. - Action **List user's membership levels** Returns every membership level a member currently holds, looked up by their WordPress user ID or email address. - Action **Update membership level** Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Paid Memberships Pro** PMPro plugin helps you start, manage, & grow a membership site on WordPress.](https://apiant.ai/connections/paid-memberships-pro) Reviews ## What our customers say ## More from incwo - [ **incwo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/incwo-to-salesforce) - [ **incwo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/incwo-to-slack) - [ **incwo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/incwo-to-mailchimp) - [ **incwo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/incwo-to-stripe) - [ **incwo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/incwo-to-shopify) - [ **incwo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/incwo-to-quickbooks-online) ## More into Paid Memberships Pro - [ **HubSpot to Paid Memberships Pro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paid-memberships-pro) - [ **Google Sheets to Paid Memberships Pro** Google Sheets](https://apiant.ai/connect/google-sheets-to-paid-memberships-pro) - [ **Gmail to Paid Memberships Pro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paid-memberships-pro) - [ **Google Calendar to Paid Memberships Pro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paid-memberships-pro) - [ **Google Drive to Paid Memberships Pro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paid-memberships-pro) - [ **Mailchimp to Paid Memberships Pro** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paid-memberships-pro) Questions ## incwo and Paid Memberships Pro, answered ### ### What can start an automation from incwo? Any of incwo's 1 trigger in the catalog, including New invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Paid Memberships Pro when something happens in incwo? Any of Paid Memberships Pro's 13 actions, including Create a Membership Level Object, Update membership level, Add discount code and Change a User's Membership Level. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paid Memberships Pro to incwo? Yes. When something happens in Paid Memberships Pro, your agent can act in incwo too. This page covers both directions: Paid Memberships Pro's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Paid Memberships Pro? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use incwo and Paid Memberships Pro without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.