--- title: "Connect incwo and Webmecanik Pipeline - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Update contact\" in Webmecanik Pipeline." canonical: "https://apiant.ai/connect/incwo-to-webmecanik-pipeline" --- # Connect incwo and Webmecanik Pipeline When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Update contact** in [Webmecanik Pipeline](https://apiant.ai/connections/webmecanik-pipeline), or **New Company** in Webmecanik Pipeline 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 Webmecanik Pipeline **6** triggers Webmecanik Pipeline **21** 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 Webmecanik Pipeline 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 Webmecanik Pipeline can do together ### From incwo to Webmecanik Pipeline - When **New invoice** in incwo then **Update contact** in Webmecanik Pipeline - When **New invoice** in incwo then **Update or Create Contact** in Webmecanik Pipeline ### From Webmecanik Pipeline to incwo - When **New Company** in Webmecanik Pipeline then **Add invoice** in incwo - When **New Contact** in Webmecanik Pipeline 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 Webmecanik Pipeline ## Triggers and actions 7 triggers · 38 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 **New Company** Triggers when a new company is added in Webmecanik Pipeline. - Trigger **New Contact** Triggers when a new contact is added in Webmecanik Pipeline. - Trigger **New Opportunity** Triggers when a new opportunity is created in Webmecanik Pipeline. - Trigger **Updated Company** Triggers when a company is updated in Webmecanik Pipeline. - Trigger **Updated Contact** Triggers when a contact is created or updated in Webmecanik Pipeline. - Trigger **Updated Opportunity** Triggers when an opportunity is created or updated in Webmecanik Pipeline. - Action **Create Activity** Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline. - Action **Delete activity** Deletes an activity from Webmecanik Pipeline. - Action **Delete company** Deletes a company from Webmecanik Pipeline. - Action **Delete contact** Deletes a contact from Webmecanik Pipeline. - Action **Delete opportunity** Deletes an opportunity from Webmecanik Pipeline. - Action **Get company** Returns one company by its slug, including its tags and custom fields. - Action **Get contact** Returns one contact by its slug, including tags, companies, addresses and custom fields. - Action **Get opportunity** Returns one opportunity by its slug, including its pipeline, status, tags and custom fields. - Action **List companies** Returns all companies in your Webmecanik Pipeline account, including their custom fields. - Action **List contacts** Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number. - Action **List opportunities** Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline. - Action **List pipelines** Returns all sales pipelines visible to the connected Webmecanik Pipeline user. - Action **List statuses** Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline. - Action **List users** Returns all users in the Webmecanik Pipeline organization, with their name, email and role. - Action **Update activity** Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity. - Action **Update company** Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact. - Action **Update opportunity** Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply. - Action **Update or Create Company** Creates a company, or updates the existing one when a duplicate is found. - Action **Update or Create Contact** Creates a contact, or updates the existing contact with the same email address. - Action **Update or Create Opportunity** Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Webmecanik Pipeline** Webmecanik Pipeline is a European CRM. It transform your contacts into customers with an intuitive flow.](https://apiant.ai/connections/webmecanik-pipeline) 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 Webmecanik Pipeline - [ **HubSpot to Webmecanik Pipeline** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webmecanik-pipeline) - [ **Salesforce to Webmecanik Pipeline** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webmecanik-pipeline) - [ **Slack to Webmecanik Pipeline** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webmecanik-pipeline) - [ **Google Sheets to Webmecanik Pipeline** Google Sheets](https://apiant.ai/connect/google-sheets-to-webmecanik-pipeline) - [ **Gmail to Webmecanik Pipeline** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webmecanik-pipeline) - [ **Google Calendar to Webmecanik Pipeline** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webmecanik-pipeline) Questions ## incwo and Webmecanik Pipeline, 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 Webmecanik Pipeline when something happens in incwo? Any of Webmecanik Pipeline's 21 actions, including Create Activity, Update activity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Webmecanik Pipeline to incwo? Yes. When something happens in Webmecanik Pipeline, your agent can act in incwo too. This page covers both directions: Webmecanik Pipeline's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Webmecanik Pipeline? 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 Webmecanik Pipeline 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.