Integration
Connect Invoiced and Outlign
When New Contact fires in Invoiced, your agent runs Create Task in Outlign, or Milestone Created in Outlign to Create Contact in Invoiced. 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 Invoiced and Outlign 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Invoiced and Outlign can do together
From Invoiced to Outlign
When New Contact in Invoiced
then Create Task in Outlign
When New Credit Note in Invoiced
then Update Task in Outlign
From Outlign to Invoiced
When Milestone Created in Outlign
then Create Contact in Invoiced
When Milestone Updated in Outlign
then Create Customer in Invoiced
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 Invoiced and Outlign
Triggers and actions 19 triggers · 27 actions
Trigger
Invoice Paid in FullTriggers when an invoice is paid in full.
Trigger
New ContactTriggers when a new contact is added to an Invoiced customer.
Trigger
New Credit NoteTriggers when a new credit note is created in Invoiced.
Trigger
New CustomerTriggers when a new customer is created in Invoiced.
Trigger
New EstimateTriggers when a new estimate is created in Invoiced.
Trigger
New InvoiceTriggers when a new invoice is created in Invoiced.
Trigger
New NoteTriggers when a new note is added in Invoiced.
Trigger
New PaymentTriggers when a new payment is recorded in Invoiced.
Trigger
New SubscriptionTriggers when a new subscription is created in Invoiced.
Trigger
New TaskTriggers when a new collections task is created in Invoiced.
Trigger
Subscription CanceledTriggers when a subscription is canceled in Invoiced.
Action
Create ContactCreates a contact on an Invoiced customer.
Action
Create Credit Balance AdjustmentAdds (or with a negative amount, removes) credit on a customer's credit balance.
Action
Create Credit NoteCreates a credit note for an Invoiced customer.
Action
Create CustomerCreates a new customer in Invoiced and returns its ID and customer number.
Action
Create EstimateCreates an estimate (quote) for an Invoiced customer.
Action
Create InvoiceCreates an invoice for an Invoiced customer.
Action
Create PaymentRecords a payment in Invoiced, optionally applied to invoices.
Action
Create Pending Line ItemAdds a pending line item to a customer, billed on their next invoice.
Action
Create SubscriptionSubscribes an Invoiced customer to a plan.
Action
Create TaskCreates a collections task for an Invoiced customer.
Action
Find Credit NoteFinds a credit note by its number and returns the first match.
Action
Find EstimateFinds a estimate by its number and returns the first match.
Action
Find InvoiceFinds a invoice by its number and returns the first match.
Action
Update CustomerUpdates an existing Invoiced customer; only the fields you fill in change.
Trigger
Milestone CreatedTriggers when a new milestone is created.
Trigger
Milestone UpdatedTriggers when a milestone is updated.
Trigger
New ClientTriggers when a new client is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Section UpdatedTriggers when a section / phase is updated.
Trigger
Task CompletedTriggers when a task is marked as completed.
Trigger
Task Due Date UpdatedTriggers when a task's due date is updated.
Action
Create ClientCreates a new client.
Action
Create Milestonecreates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).
Action
Create ProjectCreates a new project from scratch.
Action
Create SectionCreates a new section / phase in a project.
Action
Create TaskCreates a new task in a project.
Action
Find ClientFinds a client by name.
Action
Find ProjectFinds a project by name within a specific client.
Action
Find SectionFinds sections / phases by title within a specific project.
Action
Find TaskFinds tasks by title within a specific section.
Action
Get MilestoneReturns a milestone with its title, due date, description, color and project.
Action
Update Milestoneupdates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.
Action
Update Sectionupdates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.
Action
Update Taskupdates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.
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
More from Invoiced
Invoiced to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Invoiced to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Invoiced to MailchimpMailchimp marketing automation and email platform.
Invoiced to StripeStripe is a payment processing platform for online businesses.
Invoiced to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Invoiced to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Outlign
HubSpot to OutlignHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to OutlignGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to OutlignGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OutlignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to OutlignGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to OutlignMailchimp marketing automation and email platform.
Questions
Invoiced and Outlign, answered
What can start an automation from Invoiced?
Any of Invoiced's 11 triggers in the catalog, including New Contact, New Credit Note, New Customer and New Estimate. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Outlign when something happens in Invoiced?
Any of Outlign's 13 actions, including Create Client, Create Milestone, Create Project and Create Section. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Outlign to Invoiced?
Yes. When something happens in Outlign, your agent can act in Invoiced too. This page covers both directions: Outlign's triggers and Invoiced's actions are listed here as well.
Do I have to build a connector for Invoiced or Outlign?
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 Invoiced and Outlign 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.