Integration
Connect Hyros and QuickFile
When New Call fires in Hyros, your agent runs Convert estimate to invoice in QuickFile, or New Client in QuickFile to Create Lead in Hyros. 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 Hyros and QuickFile 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Hyros and QuickFile can do together
From Hyros to QuickFile
When New Call in Hyros
then Convert estimate to invoice in QuickFile
When New Lead in Hyros
then Find invoices in QuickFile
From QuickFile to Hyros
When New Client in QuickFile
then Create Lead in Hyros
When New Invoice in QuickFile
then Create Order in Hyros
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 Hyros and QuickFile
Triggers and actions 7 triggers · 50 actions
Trigger
New CallTriggers when a new call is recorded in HYROS.
Trigger
New LeadTriggers when a new lead is created in HYROS.
Trigger
New SaleTriggers when a new sale is recorded in HYROS.
Trigger
New Sale AttributedTriggers when a new sale is recorded and attributed in Hyros.
Trigger
New SubscriptionTriggers when a new subscription is recorded in HYROS.
Action
Create CallRecords a call for a lead.
Action
Create CartCreates a cart for a lead.
Action
Create ClickRecords a tracked click for a lead, for attribution.
Action
Create Custom CostAdds a custom cost, such as a recurring fee, to the sources it applies to.
Action
Create LeadCreates a lead in HYROS, or updates it if it already exists, and applies tags and a stage.
Action
Create OrderCreates an order with one or more items for a lead, which records the sale in HYROS.
Action
Create ProductCreates a product, so sales tagged with it are tracked.
Action
Create SourceCreates a traffic source.
Action
Create SubscriptionCreates a subscription for a lead.
Action
Delete CallDeletes a call.
Action
Delete SaleDeletes a sale.
Action
Find Lead ClicksReturns the tracked clicks of a lead.
Action
Find LeadsFinds leads by ID, email or creation date.
Action
Find SalesFinds sales by ID, email, lead, product tag or date.
Action
Find SubscriptionsFinds subscriptions by ID, email, lead, product tag, status or date.
Action
Get Ad Accounts Attribution ReportReturns sales, revenue, cost and other attribution figures per ad account.
Action
Get Ads Attribution ReportReturns sales, revenue, cost and other attribution figures per ad, ad set or campaign.
Action
Get Lead JourneyReturns the attribution journey of one or more leads: their sales and the sources that led to them.
Action
Get User InfoReturns the profile of the account the API key belongs to.
Action
List AdsReturns the ads HYROS tracks for an ad platform.
Action
List DomainsReturns the domains configured in the account.
Action
List KeywordsReturns the keywords of a Google ad group.
Action
List Lead StagesReturns the lead stages in the account.
Action
List SourcesReturns the traffic sources in the account.
Action
List TagsReturns every tag in the account.
Action
Refund OrderRefunds an order and updates the income of its lead.
Action
Retrieve CallsFinds calls by ID, email, lead, product tag, qualification or date.
Action
Update CallUpdates the name, state or qualification of calls.
Action
Update CartUpdates a cart and the lead it belongs to.
Action
Update LeadUpdates a lead, found by its ID, email or phone, including its tags and stage.
Action
Update OrderUpdates the items and totals of an order.
Action
Update SaleMarks sales as refunded or recurring.
Action
Update SubscriptionUpdates the status, dates or name of subscriptions.
Trigger
New ClientTriggers when a new client is created in QuickFile.
Trigger
New InvoiceTriggers when a new invoice is created in QuickFile.
Action
Convert estimate to invoiceConverts an existing estimate into a new invoice in QuickFile.
Action
Create ClientCreates a new client (customer) in QuickFile with a default contact.
Action
Create ItemCreates an inventory item in QuickFile.
Action
Create PaymentRecords a payment received from a QuickFile client.
Action
Create SupplierCreates a new supplier in QuickFile.
Action
Delete ClientDeletes a QuickFile client by ID.
Action
Delete invoiceDeletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
Action
Delete supplierDeletes a supplier record from QuickFile.
Action
Find ClientsSearches QuickFile clients by company name, email or account reference.
Action
Find invoicesReturns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
Action
Find SuppliersSearches QuickFile suppliers by company name.
Action
Get ClientReturns one QuickFile client by ID.
Action
Get InvoiceReturns one QuickFile invoice, estimate or credit note by ID.
Action
Get invoice PDFReturns a link to the PDF version of a QuickFile invoice or estimate.
Action
Get supplierReturns a supplier's details and contacts from QuickFile by supplier ID.
Action
List Bank AccountsReturns the bank accounts in your QuickFile account.
Action
Update ClientUpdates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
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
What our customers say
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Questions
Hyros and QuickFile, answered
What can start an automation from Hyros?
Any of Hyros's 5 triggers in the catalog, including New Call, New Lead, New Sale and New Sale Attributed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickFile when something happens in Hyros?
Any of QuickFile's 17 actions, including Create Client, Create Item, Create Payment and Create Supplier. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickFile to Hyros?
Yes. When something happens in QuickFile, your agent can act in Hyros too. This page covers both directions: QuickFile's triggers and Hyros's actions are listed here as well.
Do I have to build a connector for Hyros or QuickFile?
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 Hyros and QuickFile 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.