Integration
Connect Listrak and QuickFile
When New Contact fires in Listrak, your agent runs Convert estimate to invoice in QuickFile, or New Client in QuickFile to Send message in Listrak. 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 Listrak 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 Listrak and QuickFile can do together
From Listrak to QuickFile
When New Contact in Listrak
then Convert estimate to invoice in QuickFile
From QuickFile to Listrak
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 Listrak and QuickFile
Triggers and actions 4 triggers · 33 actions
- New Contact
Triggers when a contact subscribes to a Listrak list.
- New Message
Triggers when a new message is sent on a Listrak list.
- Add campaign
Creates a new campaign on a Listrak list.
- Add event
Creates a new event on a Listrak list.
- Add list
Creates a new email list in your Listrak account.
- Add profile field
Creates a new profile field in a profile field group on a Listrak list.
- Delete list
Deletes a Listrak email list.
- Get Contact
Returns one contact on a Listrak list, looked up by email address or email key.
- Get List
Returns one Listrak email list by its ID.
- Get message
Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.
- List campaigns
Returns all campaigns associated with a Listrak list.
- List Contacts
Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.
- List events
Returns all events defined on a Listrak list, with each event's name, group and status.
- List Lists
Returns all email lists in the Listrak account.
- List messages
Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.
- List profile fields
Returns all profile fields in a profile field group on a Listrak list.
- Send message
Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.
- Update list
Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.
- New Client
Triggers when a new client is created in QuickFile.
- New Invoice
Triggers when a new invoice is created in QuickFile.
- Convert estimate to invoice
Converts an existing estimate into a new invoice in QuickFile.
- Create Client
Creates a new client (customer) in QuickFile with a default contact.
- Create Item
Creates an inventory item in QuickFile.
- Create Payment
Records a payment received from a QuickFile client.
- Create Supplier
Creates a new supplier in QuickFile.
- Delete Client
Deletes a QuickFile client by ID.
- Delete invoice
Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
- Delete supplier
Deletes a supplier record from QuickFile.
- Find Clients
Searches QuickFile clients by company name, email or account reference.
- Find invoices
Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
- Find Suppliers
Searches QuickFile suppliers by company name.
- Get Client
Returns one QuickFile client by ID.
- Get Invoice
Returns one QuickFile invoice, estimate or credit note by ID.
- Get invoice PDF
Returns a link to the PDF version of a QuickFile invoice or estimate.
- Get supplier
Returns a supplier's details and contacts from QuickFile by supplier ID.
- List Bank Accounts
Returns the bank accounts in your QuickFile account.
- Update Client
Updates 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
More from Listrak
Listrak to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Listrak to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Listrak to MailchimpMailchimp marketing automation and email platform.
Listrak to StripeStripe is a payment processing platform for online businesses.
Listrak to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Listrak to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into QuickFile
HubSpot to QuickFileHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to QuickFileGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to QuickFileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to QuickFileGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to QuickFileGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Listrak and QuickFile, answered
What can start an automation from Listrak?
Any of Listrak's 2 triggers in the catalog, including New Contact and New Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickFile when something happens in Listrak?
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 Listrak?
Yes. When something happens in QuickFile, your agent can act in Listrak too. This page covers both directions: QuickFile's triggers and Listrak's actions are listed here as well.
Do I have to build a connector for Listrak 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 Listrak 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.