---
title: "Connect Invoco to SmartSuite - APIANT.ai"
description: "When \"New Call Completed\" fires in Invoco, your agent runs \"Update Record\" in SmartSuite."
canonical: "https://apiant.ai/connect/invoco-to-smartsuite"
---

# Connect Invoco to SmartSuite

When **New Call Completed** fires in [Invoco](https://apiant.ai/connections/invoco), your agent runs **Update Record** in [SmartSuite](https://apiant.ai/connections/smartsuite). Describe the whole flow and it is built, tested on every scenario and kept running.

Invoco **5** triggers Invoco **8** actions SmartSuite **9** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Invoco and SmartSuite 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 Invoco can start in SmartSuite

- When **New Call Completed** in Invoco then **Update Record** in SmartSuite
- When **New Inbound Call Completed** in Invoco then **Find a Record in SmartSuite** in SmartSuite

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 SmartSuite

## Triggers and actions 5 triggers · 17 actions

- Trigger

**New Call Completed**

Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history.

- Trigger

**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.

- Trigger

**New inbound SMS**

Triggers when a new text message is received on one of your Invoco numbers.

- Trigger

**New Outbound Call Completed**

Triggers when an outbound call on your Invoco account has finished.

- Trigger

**New outbound SMS**

Triggers when an SMS is sent from one of your Invoco numbers.

- Action

**Get call recording**

Downloads the mp3 recording of a call. An error occurs if no recording exists for the call.

- Action

**Get call transcript**

Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call.

- Action

**Get SMS**

Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost.

- Action

**List billing history**

Returns the billing history (payments) for your Invoco account.

- Action

**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.

- Action

**List numbers**

Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects.

- Action

**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.

- Action

**Send SMS**

Sends a text message from one of your Invoco numbers.

- Action

**Add Comment**

Adds a comment (or a reply to an existing comment) to a SmartSuite record, optionally assigning it to a member.

- Action

**Delete Record**

Deletes a record from a SmartSuite table, moving it to the Solution's trash.

- Action

**Find a Record in SmartSuite**

Finds the first record in a SmartSuite table whose chosen field matches the value you give, and returns it.

- Action

**Find Many Records (As Line Items) in SmartSuite**

Finds all records in a SmartSuite Table matching a field condition and returns them as line items.

- Action

**Get Record**

Returns a single record from a SmartSuite table, with all of its field values.

- Action

**List Comments**

Returns the comments on a SmartSuite record, table or solution.

- Action

**List Solutions**

Returns every Solution in the connected SmartSuite workspace.

- Action

**List Tables**

Returns the tables in your SmartSuite workspace, optionally limited to one solution.

- Action

**Update Record**

Updates the fields you set on an existing SmartSuite record, leaving every other field unchanged.

## Each app on its own

- [ **Invoco** Invoco is an easy to use call tracking and hosted telephony platform.](https://apiant.ai/connections/invoco)
- [ **SmartSuite** SmartSuite is transforming how organizations get work done by providing a collaborative Work Management...](https://apiant.ai/connections/smartsuite)

Reviews

## What our customers say

## More from Invoco

- [ **Invoco to Frontrow** FrontRow software allows small businesses to easily generate reviews online by requesting reviews from...](https://apiant.ai/connect/invoco-to-frontrow)
- [ **Invoco to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/invoco-to-salesforce)
- [ **Invoco to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/invoco-to-slack)
- [ **Invoco to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/invoco-to-mailchimp)
- [ **Invoco to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/invoco-to-stripe)
- [ **Invoco to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/invoco-to-shopify)

## More into SmartSuite

- [ **HubSpot to SmartSuite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartsuite)
- [ **Salesforce to SmartSuite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartsuite)
- [ **Slack to SmartSuite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smartsuite)
- [ **Google Sheets to SmartSuite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-smartsuite)
- [ **Gmail to SmartSuite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-smartsuite)
- [ **Google Calendar to SmartSuite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-smartsuite)

Questions

## Invoco and SmartSuite, 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 SmartSuite when something happens in Invoco?

Any of SmartSuite's 9 actions, including Update Record, Add Comment, Find a Record in SmartSuite and Find Many Records (As Line Items) in SmartSuite. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from SmartSuite to Invoco?

SmartSuite has no triggers in the catalog today, so automations start in Invoco. If you need the other direction, ask: your agent reads SmartSuite's API documentation and adds it.

###

### Do I have to build a connector for Invoco or SmartSuite?

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 SmartSuite 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.
