--- title: "Connect incwo to SignRequest - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add document\" in SignRequest." canonical: "https://apiant.ai/connect/incwo-to-signrequest" --- # Connect incwo to SignRequest When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add document** in [SignRequest](https://apiant.ai/connections/signrequest). Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions SignRequest **12** 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 SignRequest 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 can start in SignRequest - When **New invoice** in incwo then **Add document** in SignRequest - When **New invoice** in incwo then **Add document attachment** in SignRequest 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 SignRequest ## Triggers and actions 1 trigger · 29 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. - Action **Add document** Creates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature. - Action **Add document attachment** Attaches a file to an existing SignRequest document, from a public link or from the file's contents. - Action **Cancel SignRequest** Cancels a SignRequest that is still pending, so its signers can no longer sign the document. - Action **Delete document** Deletes a document from your SignRequest team. - Action **Get document** Returns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs. - Action **Get SignRequest** Returns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document. - Action **List documents** Returns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date. - Action **List SignRequests** Returns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs. - Action **List templates** Returns the templates available to your SignRequest team, with each template's name, ID and signer setup. - Action **Resend SignRequest** Resends the signature request email to the signers of an existing SignRequest who have not yet signed. - Action **Send SignRequest** Sends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest. - Action **Send SignRequest From Template** Creates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **SignRequest** SignRequest is an electronic (digital) signature solution to get documents signed.](https://apiant.ai/connections/signrequest) 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 SignRequest - [ **HubSpot to SignRequest** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signrequest) - [ **Salesforce to SignRequest** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signrequest) - [ **Slack to SignRequest** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-signrequest) - [ **Google Sheets to SignRequest** Google Sheets](https://apiant.ai/connect/google-sheets-to-signrequest) - [ **Gmail to SignRequest** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signrequest) - [ **Google Calendar to SignRequest** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signrequest) Questions ## incwo and SignRequest, 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 SignRequest when something happens in incwo? Any of SignRequest's 12 actions, including Send SignRequest, Send SignRequest From Template, Add document and Add document attachment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SignRequest to incwo? SignRequest has no triggers in the catalog today, so automations start in incwo. If you need the other direction, ask: your agent reads SignRequest's API documentation and adds it. ### ### Do I have to build a connector for incwo or SignRequest? 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 SignRequest 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.