Integration
Connect Invoco to Customer Fields
When New Call Completed fires in Invoco, your agent runs Create Customer in Customer Fields. 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 Invoco and Customer Fields to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Invoco can start in Customer Fields
When New Call Completed in Invoco
then Create Customer in Customer Fields
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 Invoco and Customer Fields
Triggers and actions 5 triggers · 15 actions
- New Call Completed
Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history.
- New Inbound Call Completed
Triggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost.
- New inbound SMS
Triggers when a new text message is received on one of your Invoco numbers.
- New Outbound Call Completed
Triggers when an outbound call on your Invoco account has finished.
- New outbound SMS
Triggers when an SMS is sent from one of your Invoco numbers.
- Get call recording
Downloads the mp3 recording of a call. An error occurs if no recording exists for the call.
- Get call transcript
Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call.
- Get SMS
Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost.
- List billing history
Returns the billing history (payments) for your Invoco account.
- List call history
Returns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call.
- List numbers
Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects.
- List SMS history
Returns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number.
- Send SMS
Sends a text message from one of your Invoco numbers.
- Create Customer
Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account.
- Find a Customer
Returns the customers whose email address matches the one you specify, including their custom data column values.
- List data columns
Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns.
- List forms
Returns the account's non-archived Customer Fields forms, with each form's id and name.
- List segments
Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook.
- Send Account Invite
Sends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account.
- Update Customer
Updates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer.
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
Invoco and Customer Fields, answered
What can start an automation from Invoco?
Any of Invoco's 5 triggers in the catalog, including New Call Completed, New Inbound Call Completed, New inbound SMS and New Outbound Call Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customer Fields when something happens in Invoco?
Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customer Fields to Invoco?
Customer Fields has no triggers in the catalog today, so automations start in Invoco. If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it.
Do I have to build a connector for Invoco or Customer Fields?
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 Invoco and Customer Fields 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.