Integration
Connect incwo to PDF Export
When New invoice fires in incwo, your agent runs Convert HTML to PDF in PDF Export. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want incwo and PDF Export to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What incwo can start in PDF Export
When New invoice in incwo
then Convert HTML to PDF in PDF Export
When New invoice in incwo
then Export Shopify Data to PDF in PDF Export
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 PDF Export
Triggers and actions 1 trigger · 20 actions
Trigger
New invoiceTriggered when a new invoice is created
Action
Add invoiceCreates 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 opportunityCreate a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection .xml per docs.
Action
Create ContactCreates a Contact
Action
Create FirmCreates a Firm
Action
Create TaskCreates a Task
Action
Find ContactFinds a contact
Action
Find FirmSearches your incwo firms (companies) by keyword and returns the ones that match.
Action
Get contactRetrieves a single incwo contact by its ID.
Action
Get firmGet a firm by id.
Action
Get invoiceReturns one incwo invoice (or draft credit note) with its party, lines, totals and progress.
Action
Get opportunityReturns one incwo opportunity (lead) with its topic, client, stage, amount and confidence.
Action
Get taskReturns one incwo task by its id, with its title, content, due date, assignment and status.
Action
List contactsList contacts, paginated with ?page=N and date filters.
Action
List firmsLists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted.
Action
Update contactUpdate a contact.
Action
Update firmUpdate a firm.
Action
Update taskUpdate a project task.
Action
Convert HTML to PDFCreate PDF invoices, reports, certificates, receipts, contracts, and other business documents from a web page URL or HTML template. Use data from previous Zap steps, then customize layout, page setup, headers, footers, watermarks, security, and advanced rendering options.
Action
Export Shopify Data to PDFCreate branded Shopify invoices, receipts, quotes, refunds, cancellations, and order summaries as PDF files from Shopify order data. Use the generated PDF in later steps, such as email, cloud storage, or customer support.
Action
Raw Request Data to PDFSave webhook, form, API, JSON, XML, URL-encoded, or plain text data as a readable PDF. Useful for archiving submissions, keeping records of incoming requests, reviewing automation data, or troubleshooting Zaps.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
incwo and PDF Export, 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 PDF Export when something happens in incwo?
Any of PDF Export's 3 actions, including Convert HTML to PDF, Export Shopify Data to PDF and Raw Request Data to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF Export to incwo?
PDF Export has no triggers in the catalog today, so automations start in incwo. If you need the other direction, ask: your agent reads PDF Export's API documentation and adds it.
Do I have to build a connector for incwo or PDF Export?
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.
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.