--- title: "Connect CRM in Cloud and Flashquotes - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Get Invoices\" in Flashquotes." canonical: "https://apiant.ai/connect/crm-in-cloud-to-flashquotes" --- # Connect CRM in Cloud and Flashquotes When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Get Invoices** in [Flashquotes](https://apiant.ai/connections/flashquotes), or **Updated Event Staff** in Flashquotes to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** 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 CRM in Cloud 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 CRM in Cloud and Flashquotes can do together ### From CRM in Cloud to Flashquotes - When **New or Updated Company** in CRM in Cloud then **Get Invoices** in Flashquotes - When **New or Updated Contact** in CRM in Cloud then **Get Event** in Flashquotes ### From Flashquotes to CRM in Cloud - When **Updated Event Staff** in Flashquotes then **Create or Update Contact** in CRM in Cloud - When **Updated Event Timeline** in Flashquotes then **Create or Update Lead** in CRM in Cloud 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 CRM in Cloud and Flashquotes ## Triggers and actions 6 triggers ยท 16 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - 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 - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **Flashquotes** Flashquotes is a quoting and booking platform for event businesses.](https://apiant.ai/connections/flashquotes) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## 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 ## CRM in Cloud and Flashquotes, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Flashquotes when something happens in CRM in Cloud? 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 CRM in Cloud? Yes. When something happens in Flashquotes, your agent can act in CRM in Cloud too. This page covers both directions: Flashquotes's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud 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 CRM in Cloud 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.