Integration
Connect Invoiced and Resource Guru
When New Contact fires in Invoiced, your agent runs Add task in Resource Guru, or New or Updated Booking in Resource Guru 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 Resource Guru 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 Resource Guru can do together
From Invoiced to Resource Guru
When New Contact in Invoiced
then Add task in Resource Guru
When New Credit Note in Invoiced
then Create Client in Resource Guru
From Resource Guru to Invoiced
When New or Updated Booking in Resource Guru
then Create Contact in Invoiced
When New or Updated Client in Resource Guru
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 Resource Guru
Triggers and actions 16 triggers · 44 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
New or Updated BookingTriggers when a new booking is created and/or a booking is updated.
Trigger
New or Updated ClientTriggers when a new client is created and/or a client is updated.
Trigger
New or Updated ProjectTriggers when a new project is created and/or when a project is updated.
Trigger
New or Updated ResourceTriggers when a new resource is created and/or when a resource is updated.
Trigger
New or Updated Time Off EventTriggers when a time off event is created and/or a time off event is updated.
Action
Add taskCreates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.
Action
Create BookingCreates a new booking for one or more resources in Resource Guru.
Action
Create ClientCreates a new client in a Resource Guru account.
Action
Create PhaseCreates a phase in a Resource Guru project.
Action
Create ProjectCreates a new project.
Action
Create ResourceCreates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
Action
Create Time Off EventCreates a time off (downtime) event for one or more resources in Resource Guru.
Action
Delete bookingDeletes a booking, or a single date or set of occurrences of a repeating booking.
Action
Delete clientDeletes a client from a Resource Guru account.
Action
Delete projectDeletes a project from a Resource Guru account.
Action
Delete resourceDeletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
Action
Delete time off eventDeletes a time off event (downtime) from a Resource Guru account.
Action
Get bookingGet one booking by id.
Action
Get clientReturns a specific client by its ID.
Action
Get PhaseReturns a single phase by its id.
Action
Get projectReturns a specific project by its id, including its client, team, activity types and custom field values.
Action
Get resourceReturns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
Action
Get taskReturns one Resource Guru task with its phase, dates and estimate.
Action
Get time off eventReturns a single time off (downtime) event by its id.
Action
List bookingsList bookings.
Action
List clientsLists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
Action
List projectsReturns every active project in a Resource Guru account, optionally including archived and deleted projects.
Action
List resourcesReturns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
Action
List time off eventsLists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
Action
List usersReturns every user on the Resource Guru account, both active and deleted.
Action
Update BookingUpdates an existing booking by ID.
Action
Update ClientUpdates an existing client in Resource Guru. Only the fields you fill in are changed.
Action
Update ProjectUpdate an existing project in Resource Guru. Only the fields you fill in are changed.
Action
Update ResourceUpdates an existing resource.
Action
Update Time Off EventUpdates a time off event.
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 Resource Guru
HubSpot to Resource GuruHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Resource GuruGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Resource GuruGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Resource GuruGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Resource GuruGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Resource GuruMailchimp marketing automation and email platform.
Questions
Invoiced and Resource Guru, 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 Resource Guru when something happens in Invoiced?
Any of Resource Guru's 30 actions, including Create Booking, Create Client, Create Phase and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to Invoiced?
Yes. When something happens in Resource Guru, your agent can act in Invoiced too. This page covers both directions: Resource Guru's triggers and Invoiced's actions are listed here as well.
Do I have to build a connector for Invoiced or Resource Guru?
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 Resource Guru 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.