--- title: "Connect Clientary and Flashquotes - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Get Invoices\" in Flashquotes, or \"Updated Event Staff\" in Flashquotes to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-flashquotes" --- # Connect Clientary and Flashquotes When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Get Invoices** in [Flashquotes](https://apiant.ai/connections/flashquotes), or **Updated Event Staff** in Flashquotes to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Flashquotes **2** triggers Flashquotes **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 Clientary and Flashquotes 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 Clientary and Flashquotes can do together ### From Clientary to Flashquotes - When **New Expense** in Clientary then **Get Invoices** in Flashquotes - When **New Invoice** in Clientary then **Get Event** in Flashquotes ### From Flashquotes to Clientary - When **Updated Event Staff** in Flashquotes then **Add contact** in Clientary - When **Updated Event Timeline** in Flashquotes then **Create Invoice** in Clientary 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 Clientary and Flashquotes ## Triggers and actions 5 triggers · 23 actions - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. - Trigger **Updated Event Staff** Triggers when the staff assigned to an event change. Returns the event and its current staff. - Trigger **Updated Event Timeline** Triggers when an event's timeline changes, including its service or shift times and its prep, travel, setup, cleanup or unload durations. - Action **Get Event** Returns a single Flashquotes event by its id, optionally including related details such as its location, staff, services, checklists and booking. - Action **Get Form Response** Returns the answers submitted on a Flashquotes form response, keyed by each question's title. - Action **Get Invoices** Returns all invoices for a booking, including each invoice's number, status, due date, amounts and viewing link. - Action **Get quote** Returns a quote by ID with its live total price, dates, status details and event information, plus any related records you ask to include. An error occurs if the quote is not found. - Action **Get resource** Returns a single Flashquotes resource, such as a piece of equipment or a bookable item, by its ID, including its name, category, status and location. - Action **Get staff member** Returns one staff member by ID, including their contact details, role and status. Inactive staff are returned too. - Action **List Events** Returns your company's Flashquotes events, newest first, optionally narrowed by service start time, creation date, location or booking. - Action **List quotes** Returns quote summaries for your company with live totals, newest first, optionally filtered by contact, location, booking, event type or date range. - Action **List resources** Returns the resources for your company, newest first, optionally only those at one location. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Flashquotes** Flashquotes is a quoting and booking platform for event businesses.](https://apiant.ai/connections/flashquotes) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Flashquotes - [ **ActiveCampaign to Flashquotes** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-flashquotes) - [ **Airtable to Flashquotes** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-flashquotes) - [ **Asana to Flashquotes** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-flashquotes) - [ **ClickUp to Flashquotes** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-flashquotes) - [ **Discord to Flashquotes** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-flashquotes) - [ **Brevo to Flashquotes** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-flashquotes) Questions ## Clientary and Flashquotes, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Flashquotes when something happens in Clientary? Any of Flashquotes's 9 actions, including Get Event, Get Form Response, Get Invoices and Get quote. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Flashquotes to Clientary? Yes. When something happens in Flashquotes, your agent can act in Clientary too. This page covers both directions: Flashquotes's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Flashquotes? 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 Clientary and Flashquotes 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.