# Connect Orderspace and Roll When **New Customer** fires in [Orderspace](https://apiant.ai/connections/orderspace), your agent runs **Add task** in [Roll](https://apiant.ai/connections/roll), or **New Company** in Roll to **Add invoice** in Orderspace. Describe the whole flow and it is built, tested on every scenario and kept running. Orderspace **10** triggers Orderspace **19** actions Roll **3** triggers Roll **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Orderspace and Roll to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Orderspace and Roll can do together ### From Orderspace to Roll - When **New Customer** in Orderspace then **Add task** in Roll - When **New Dispatch** in Orderspace then **Create Time Record** in Roll ### From Roll to Orderspace - When **New Company** in Roll then **Add invoice** in Orderspace - When **New Project** in Roll then **Create Customer** in Orderspace 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 Orderspace and Roll ## Triggers and actions 13 triggers · 30 actions - Trigger **New Customer** Triggers when a new customer is created in Orderspace. - Trigger **New Dispatch** Triggers when items on an Orderspace order are dispatched. - Trigger **New Invoice** Triggers when an invoice is created in Orderspace. - Trigger **New Order** Triggers when a new order is placed in Orderspace. - Trigger **New Payment** Triggers when a payment is made or recorded on an Orderspace invoice. - Trigger **New Product** Triggers when a new product is created in Orderspace. - Trigger **Updated Customer** Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied. - Trigger **Updated Inventory Level** Triggers when the stock on hand or available quantity of a product variant changes in Orderspace. - Trigger **Updated Order** Triggered when an order is changed. Watches the 200 most recently created orders. - Trigger **Updated Product** Triggers when a product is updated in Orderspace, returning the product with the updates applied. - Action **Add invoice** Creates an invoice in Orderspace for one or more of a customer's orders. - Action **Add product** Creates a new product with its variants, prices and categories in Orderspace. - Action **Create Customer** Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address. - Action **Create Dispatch** Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched. - Action **Create Order** Creates an order for an existing customer, with product, custom and shipping lines. - Action **Delete customer** Deletes a customer from your Orderspace site. - Action **Delete order** Deletes an order in Orderspace. - Action **Delete product** Deletes a product (and its variants) from your Orderspace catalog. - Action **Get customer** Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group. - Action **Get dispatch** Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines. - Action **Get invoice** Returns a single invoice by its ID, including its lines, orders, billing address and payments. - Action **Get order** Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals. - Action **Get product** Returns a single product by its ID, including its variants, prices, categories and images. - Action **List customers** Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list. - Action **List inventory levels** Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date. - Action **List orders** Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order. - Action **Update customer** Updates an existing Orderspace customer. Fields left blank keep their current values. - Action **Update Inventory Level** Sets the on-hand or available stock quantity for a product variant, identified by its SKU. - Action **Update product** Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Time Record** Triggers when a new time record is created. - Action **Add task** Create a task via the Roll GraphQL API task add mutation. - Action **Create Company** Creates a new company. - Action **Create Project** Creates a new project. - Action **Create Time Record** Creates a new time record. - Action **Find Company** Finds an existing company. - Action **Find employee** Search employees via the Roll GraphQL API employees query. - Action **Find Project** Finds an existing project. - Action **Find Time Record** Looks up Roll time records via the GraphQL time query. - Action **Update project** Update a project via the Roll GraphQL API project update mutation. - Action **Update task** Update a task via the Roll GraphQL API task update mutation. - Action **Update time record** Update a time entry via the Roll GraphQL API time update mutation. ## Each app on its own - [ **Orderspace** Orderspace is the easy way to take wholesale orders online](https://apiant.ai/connections/orderspace) - [ **Roll** Roll is a platform with everything your business needs in one place.](https://apiant.ai/connections/roll) Reviews ## What our customers say ## More from Orderspace - [ **Orderspace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/orderspace-to-salesforce) - [ **Orderspace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/orderspace-to-slack) - [ **Orderspace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/orderspace-to-stripe) - [ **Orderspace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/orderspace-to-shopify) - [ **Orderspace to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/orderspace-to-quickbooks-online) - [ **Orderspace to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/orderspace-to-pipedrive) ## More into Roll - [ **HubSpot to Roll** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-roll) - [ **Google Sheets to Roll** Google Sheets](https://apiant.ai/connect/google-sheets-to-roll) - [ **Gmail to Roll** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-roll) - [ **Google Calendar to Roll** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-roll) - [ **Google Drive to Roll** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-roll) - [ **Mailchimp to Roll** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-roll) Questions ## Orderspace and Roll, answered ### ### What can start an automation from Orderspace? Any of Orderspace's 10 triggers in the catalog, including New Customer, New Dispatch, New Invoice and New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roll when something happens in Orderspace? Any of Roll's 11 actions, including Create Company, Create Project, Create Time Record and Update project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Roll to Orderspace? Yes. When something happens in Roll, your agent can act in Orderspace too. This page covers both directions: Roll's triggers and Orderspace's actions are listed here as well. ### ### Do I have to build a connector for Orderspace or Roll? 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. ### ### 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.