Integration
Connect Invoiced and Salesmate
When New Contact fires in Invoiced, your agent runs Create Contact in Salesmate, or New De-Activated User in Salesmate 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 Salesmate 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 Salesmate can do together
From Invoiced to Salesmate
When New Contact in Invoiced
then Create Contact in Salesmate
When New Credit Note in Invoiced
then Add Note in Salesmate
From Salesmate to Invoiced
When New De-Activated User in Salesmate
then Create Contact in Invoiced
When New User in Salesmate
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 Salesmate
Triggers and actions 13 triggers · 24 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 De-Activated UserTriggers when a user in Salesmate is de-activated.
Trigger
New UserTriggers when a new user is added to your Salesmate account.
Action
Add NoteAdds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create ContactCreates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random UserPicks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in ActivityReturns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in CompanyReturns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in ContactsReturns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in DealReturns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search UserReturns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
Action
Update ContactUpdates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update NoteUpdates an existing note on a contact in Salesmate.
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 Salesmate
MINDBODY to SalesmateMINDBODY is a powerful business management software that combines your scheduling, task automation...
HubSpot to SalesmateHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SalesmateSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SalesmateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SalesmateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SalesmateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Invoiced and Salesmate, 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 Salesmate when something happens in Invoiced?
Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmate to Invoiced?
Yes. When something happens in Salesmate, your agent can act in Invoiced too. This page covers both directions: Salesmate's triggers and Invoiced's actions are listed here as well.
Do I have to build a connector for Invoiced or Salesmate?
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 Salesmate 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.