--- title: "Connect Quaderno to ServiceTrade - APIANT.ai" description: "When \"New Contact\" fires in Quaderno, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/quaderno-to-servicetrade" --- # Connect Quaderno to ServiceTrade When **New Contact** fires in [Quaderno](https://apiant.ai/connections/quaderno), your agent runs **Create Contact** in [ServiceTrade](https://apiant.ai/connections/servicetrade). Describe the whole flow and it is built, tested on every scenario and kept running. Quaderno **3** triggers Quaderno **24** actions ServiceTrade **30** 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 ServiceTrade 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 can start in ServiceTrade - When **New Contact** in Quaderno then **Create Contact** in ServiceTrade - When **New Invoice** in Quaderno then **Create Invoice** in ServiceTrade 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 ServiceTrade ## Triggers and actions 3 triggers · 54 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. - Action **Add Asset to Location** Creates a new asset (equipment or system) at a ServiceTrade location. - Action **Add Attachment to Job** Uploads a file from a URL and attaches it to a ServiceTrade job. - Action **Add Comment to Job** Adds a comment to a ServiceTrade job, with optional visibility, author and pinning. - Action **Add Comment to Location** Adds a comment to a ServiceTrade location. - Action **Add Tag** Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company. - Action **Create Appointment** Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians. - Action **Create Contact** Creates a contact in ServiceTrade and optionally assigns it to companies and locations. - Action **Create Invoice** Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items. - Action **Create Job** Creates a new job (work order) at a ServiceTrade location. - Action **Create Job Item** Adds a part, labor, service or other item to an existing ServiceTrade job. - Action **Create Location** Creates a new location (a site where work is performed) for a ServiceTrade company. - Action **Create Quote** Creates a new quote in ServiceTrade for work at a location, covering one or more services. - Action **Find Asset by Search** Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates. - Action **Find Company** Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies. - Action **Find Company by External ID** Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record. - Action **Find Contact** Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates. - Action **Find Contract by Name** Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates. - Action **Find Deficiency by Deficiency Number** Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters. - Action **Find Job by Job ID** Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments. - Action **Find Job by Job Number** Finds jobs by their job number and returns the first match plus all matching jobs. - Action **Find Location** Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags. - Action **Find Location by External ID** Finds a ServiceTrade location by its ID in an external system and returns the full location record. - Action **Find Quote by Quote Number** Finds a quote by its exact quote number (reference number) and returns the matching quote. - Action **Remove Tag** Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given. - Action **Update Appointment** Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state. - Action **Update Contact** Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments. - Action **Update Invoice** Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment. - Action **Update Job Item** Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed. - Action **Update Location** Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings. - Action **Upload File to Bulk Import** Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import. ## 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) - [ **ServiceTrade** ServiceTrade is a customer service and sales application for commercial service contractors.](https://apiant.ai/connections/servicetrade) 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 ServiceTrade - [ **HubSpot to ServiceTrade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-servicetrade) - [ **Salesforce to ServiceTrade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-servicetrade) - [ **Slack to ServiceTrade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-servicetrade) - [ **Google Sheets to ServiceTrade** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-servicetrade) - [ **Gmail to ServiceTrade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-servicetrade) - [ **Google Calendar to ServiceTrade** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-servicetrade) Questions ## Quaderno and ServiceTrade, 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 ServiceTrade when something happens in Quaderno? Any of ServiceTrade's 30 actions, including Create Appointment, Create Contact, Create Invoice and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ServiceTrade to Quaderno? ServiceTrade has no triggers in the catalog today, so automations start in Quaderno. If you need the other direction, ask: your agent reads ServiceTrade's API documentation and adds it. ### ### Do I have to build a connector for Quaderno or ServiceTrade? 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 ServiceTrade 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.