Integration
Connect HeyReach and Quaderno
When Campaign Completed fires in HeyReach, your agent runs Add invoice payment in Quaderno, or New Contact in Quaderno to Add Lead to List in HeyReach. 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 HeyReach and Quaderno 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)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 HeyReach and Quaderno can do together
From HeyReach to Quaderno
When Campaign Completed in HeyReach
then Add invoice payment in Quaderno
From Quaderno to HeyReach
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 HeyReach and Quaderno
Triggers and actions 5 triggers · 35 actions
- Campaign Completed
Triggers when a campaign finishes.
- Connection Request Sent
Triggers when you send a connection request.
- Add Lead to List
Adds a lead to an existing list
- Create Empty List
Creates an empty list in HeyReach
- Delete Lead From List
Deletes the lead from the HeyReach list
- Get Campaigns for Lead
Gets the campaigns the lead is a part of
- Get Conversations
Gets conversations from HeyReach
- Get Lead Details
Gets details for the given lead
- Get Leads From List
Gets leads from a HeyReach list
- Get LinkedIn Senders
Gets the sender accounts connected to HeyReach
- Get List by Id
Gets a list from HeyReach
- Get Lists
Gets lists from HeyReach
- Get Overall Stats
Gets the HeyReach analytics, similar to the Dashboard
- New Contact
Triggers when a new contact is created in Quaderno.
- New Invoice
Triggers when a new invoice is created in Quaderno.
- New Sale
Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.
- Add invoice payment
Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.
- Add product
Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.
- Add receipt
Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.
- Calculate tax rate
Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type.
- Create Contact
Creates a new contact (customer or vendor) in Quaderno and returns the created contact.
- Create Estimate
Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.
- Create Expense
Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense.
- Create Invoice
Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.
- Create Paid Invoice
Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid.
- Create Sale
Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.
- Delete contact
Permanently deletes a contact (customer or vendor) from your Quaderno account.
- Find Contact
Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.
- 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.
- Get contact
Returns a single Quaderno contact (customer or vendor) by its ID.
- Get Estimate
Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.
- Get Expense
Returns the details of an existing expense in your Quaderno account.
- Get invoice
Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments.
- Get product
Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.
- Get Receipt
Returns a receipt by its id, including number, totals, taxes, contact and payment details.
- Update contact
Updates an existing Quaderno contact. Fields left blank keep their current values.
- Update invoice
Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.
- Update product
Updates an existing product in Quaderno. Only the fields you fill in are changed.
- 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.
- Void invoice
Voids an existing invoice in Quaderno and returns the voided invoice.
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
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Questions
HeyReach and Quaderno, answered
What can start an automation from HeyReach?
Any of HeyReach's 2 triggers in the catalog, including Campaign Completed and Connection Request Sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Quaderno when something happens in HeyReach?
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 HeyReach?
Yes. When something happens in Quaderno, your agent can act in HeyReach too. This page covers both directions: Quaderno's triggers and HeyReach's actions are listed here as well.
Do I have to build a connector for HeyReach 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 HeyReach 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.