--- title: "Connect Gist and Quaderno - APIANT.ai" description: "When \"New Contact\" fires in Gist, your agent runs \"Create Contact\" in Quaderno, or \"New Contact\" in Quaderno to \"Create or Update Contact\" in Gist." canonical: "https://apiant.ai/connect/gist-to-quaderno" --- # Connect Gist and Quaderno When **New Contact** fires in [Gist](https://apiant.ai/connections/gist), your agent runs **Create Contact** in [Quaderno](https://apiant.ai/connections/quaderno), or **New Contact** in Quaderno to **Create or Update Contact** in Gist. Describe the whole flow and it is built, tested on every scenario and kept running. Gist **10** triggers Gist **13** actions Quaderno **3** triggers Quaderno **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gist and Quaderno 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 Gist and Quaderno can do together ### From Gist to Quaderno - When **New Contact** in Gist then **Create Contact** in Quaderno - When **New conversation** in Gist then **Add invoice payment** in Quaderno ### From Quaderno to Gist - When **New Contact** in Quaderno then **Create or Update Contact** in Gist - When **New Invoice** in Quaderno then **Add Tag to an Existing Contact** in Gist 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 Gist and Quaderno ## Triggers and actions 13 triggers · 37 actions - Trigger **Conversation closed** Fires when a conversation is closed. Webhook topic "Conversation Closed". - Trigger **New Contact** Triggers when you add a new contact. - Trigger **New conversation** Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation". - Trigger **New message from contact** Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact". - Trigger **Performed an Event** Triggers when a contact performs an event. - Trigger **Subscribed to a Campaign** Triggers when a contact is subscribed to a campaign. - Trigger **Tag Added to Contact** Triggers when a specific tag gets added to a contact. - Trigger **Tag Removed From Contact** Triggers when a specific tag gets removed from a contact. - Trigger **Unsubscribed From a Campaign** Triggers when a contact is unsubscribed from a campaign. - Trigger **Updated a Contact Property** Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property. - Action **Add conversation** Create a new conversation in Gist's helpdesk/live-chat. - Action **Add Tag to an Existing Contact** Apply a tag to an existing contact. - Action **Assign conversation** Assign an existing conversation to a teammate or team. - Action **Close conversation** Close an existing conversation. - Action **Create or Update Contact** Creates a new Contact or updates an existing one. - Action **Delete contact** Delete a contact by id. - Action **Find a Contact** Finds an existing contact. - Action **Get a Contact** Fetches a contact by ID. An error occurs if the contact is not found. - Action **Get conversation** Retrieve a single conversation by id. - Action **List contacts** List all contacts in the workspace. - Action **List conversations** List all conversations in the workspace. - Action **Remove Tag From Existing Contact** Removes a tag from an existing contact. - Action **Reply to conversation** Add a reply message to an existing conversation. - Trigger **New Contact** Triggers when a new contact is created in Quaderno. - Trigger **New Invoice** Triggers when a new invoice is created in Quaderno. - Trigger **New Sale** Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created. - Action **Add invoice payment** Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid. - Action **Add product** Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses. - Action **Add receipt** Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method. - Action **Calculate tax rate** Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type. - Action **Create Contact** Creates a new contact (customer or vendor) in Quaderno and returns the created contact. - Action **Create Estimate** Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes. - Action **Create Expense** Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense. - Action **Create Invoice** Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid. - Action **Create Paid Invoice** Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid. - Action **Create Sale** Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer. - Action **Delete contact** Permanently deletes a contact (customer or vendor) from your Quaderno account. - Action **Find Contact** Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches. - Action **Find Sale** Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches. - Action **Get contact** Returns a single Quaderno contact (customer or vendor) by its ID. - Action **Get Estimate** Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals. - Action **Get Expense** Returns the details of an existing expense in your Quaderno account. - Action **Get invoice** Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments. - Action **Get product** Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings. - Action **Get Receipt** Returns a receipt by its id, including number, totals, taxes, contact and payment details. - Action **Update contact** Updates an existing Quaderno contact. Fields left blank keep their current values. - Action **Update invoice** Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address. - Action **Update product** Updates an existing product in Quaderno. Only the fields you fill in are changed. - Action **Validate tax ID** Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business. - Action **Void invoice** Voids an existing invoice in Quaderno and returns the voided invoice. ## Each app on its own - [ **Gist** Gist is an all-in-one email marketing automation, live chat & help desk platform.](https://apiant.ai/connections/gist) - [ **Quaderno** Quaderno is a tax software that handles sales tax, VAT, and GST for your online business.](https://apiant.ai/connections/quaderno) Reviews ## What our customers say ## More from Gist - [ **Gist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gist-to-hubspot) - [ **Gist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gist-to-salesforce) - [ **Gist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gist-to-slack) - [ **Gist to Google Sheets** Google Sheets](https://apiant.ai/connect/gist-to-google-sheets) - [ **Gist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gist-to-gmail) - [ **Gist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gist-to-google-calendar) ## More into Quaderno - [ **HubSpot to Quaderno** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quaderno) - [ **Google Sheets to Quaderno** Google Sheets](https://apiant.ai/connect/google-sheets-to-quaderno) - [ **Gmail to Quaderno** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quaderno) - [ **Google Calendar to Quaderno** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quaderno) - [ **Google Drive to Quaderno** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quaderno) - [ **Mailchimp to Quaderno** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-quaderno) Questions ## Gist and Quaderno, answered ### ### What can start an automation from Gist? Any of Gist's 10 triggers in the catalog, including New Contact, New conversation, New message from contact and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Quaderno when something happens in Gist? Any of Quaderno's 24 actions, including Create Contact, Create Estimate, Create Expense and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Quaderno to Gist? Yes. When something happens in Quaderno, your agent can act in Gist too. This page covers both directions: Quaderno's triggers and Gist's actions are listed here as well. ### ### Do I have to build a connector for Gist or Quaderno? 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 Gist and Quaderno 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.