--- title: "Connect Quaderno and Reply - APIANT.ai" description: "When \"New Contact\" fires in Quaderno, your agent runs \"Add contact list\" in Reply, or \"New Email Opened\" in Reply to \"Add invoice payment\" in Quaderno." canonical: "https://apiant.ai/connect/quaderno-to-reply" --- # Connect Quaderno and Reply When **New Contact** fires in [Quaderno](https://apiant.ai/connections/quaderno), your agent runs **Add contact list** in [Reply](https://apiant.ai/connections/reply), or **New Email Opened** in Reply to **Add invoice payment** in Quaderno. Describe the whole flow and it is built, tested on every scenario and kept running. Quaderno **3** triggers Quaderno **24** actions Reply **7** triggers Reply **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quaderno and Reply 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 Quaderno and Reply can do together ### From Quaderno to Reply - When **New Contact** in Quaderno then **Add contact list** in Reply - When **New Invoice** in Quaderno then **Add note to contact** in Reply ### From Reply to Quaderno - When **New Email Opened** in Reply then **Add invoice payment** in Quaderno - When **New Emails Sent** in Reply then **Create Contact** in Quaderno 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 Quaderno and Reply ## Triggers and actions 10 triggers · 40 actions - 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. - Trigger **Inbox Category Set for Reply** Triggers when an email reply in Reply is given an inbox category, automatically or by a user. - Trigger **New Email Opened** Triggers when a contact opens a tracked email sent from Reply. - Trigger **New Emails Sent** Triggers when Reply sends an email from a sequence step. - Trigger **New Link Clicked** Triggers when a recipient clicks a tracked link in an email sent from Reply. - Trigger **New Person Bounce** Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server. - Trigger **New Person Opt Out** Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact). - Trigger **Prospect Finished** Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually. - Action **Add contact list** Creates a new contact list in Reply, optionally shared with your team. - Action **Add note to contact** Adds a note to a contact's timeline in Reply. - Action **Add sequence** Creates a new sequence in Reply with its steps, schedule, sending accounts and settings. - Action **Create\Update Person** Creates a Reply contact, or updates the existing contact with the same email address. - Action **Delete contact** Deletes a contact from your Reply account. - Action **Find contacts by criteria** Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step. - Action **Get contact** Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields. - Action **Get sequence** Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps. - Action **List contact lists** Returns the contact lists you own plus those shared with your team, optionally filtered by name. - Action **List contacts** Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL. - Action **List inbox categories** Returns the inbox categories you can file conversations under. - Action **List Sequence Contacts** Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status. - Action **List sequences** Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name. - Action **Mark as Finished** Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps. - Action **Remove Person From Campaign** Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account. - Action **Send Test Webhook Event** Sends a test event from an existing Reply webhook subscription to its configured URL. ## Each app on its own - [ **Quaderno** Quaderno is a tax software that handles sales tax, VAT, and GST for your online business.](https://apiant.ai/connections/quaderno) - [ **Reply** Reply is a sales automation platform that puts outreach on autopilot, while still making each communication...](https://apiant.ai/connections/reply) Reviews ## What our customers say ## More from Quaderno - [ **Quaderno to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/quaderno-to-hyperstack-certificates) - [ **Quaderno to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quaderno-to-salesforce) - [ **Quaderno to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quaderno-to-slack) - [ **Quaderno to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quaderno-to-stripe) - [ **Quaderno to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quaderno-to-shopify) - [ **Quaderno to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quaderno-to-quickbooks-online) ## More into Reply - [ **HubSpot to Reply** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-reply) - [ **Google Sheets to Reply** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-reply) - [ **Gmail to Reply** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-reply) - [ **Google Calendar to Reply** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-reply) - [ **Google Drive to Reply** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-reply) - [ **Mailchimp to Reply** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-reply) Questions ## Quaderno and Reply, answered ### ### What can start an automation from Quaderno? Any of Quaderno's 3 triggers in the catalog, including New Contact, New Invoice and New Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Reply when something happens in Quaderno? Any of Reply's 16 actions, including Create\Update Person, Send Test Webhook Event, Add contact list and Add note to contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Reply to Quaderno? Yes. When something happens in Reply, your agent can act in Quaderno too. This page covers both directions: Reply's triggers and Quaderno's actions are listed here as well. ### ### Do I have to build a connector for Quaderno or Reply? 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 Quaderno and Reply 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.