--- title: "Connect Quaderno and Smily - APIANT.ai" description: "When \"New Contact\" fires in Quaderno, your agent runs \"Add payment\" in Smily, or \"New And/Or Updated Client\" in Smily to \"Add invoice payment\" in Quaderno." canonical: "https://apiant.ai/connect/quaderno-to-smily" --- # Connect Quaderno and Smily When **New Contact** fires in [Quaderno](https://apiant.ai/connections/quaderno), your agent runs **Add payment** in [Smily](https://apiant.ai/connections/smily), or **New And/Or Updated Client** in Smily 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 Smily **4** triggers Smily **19** 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 Smily 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 Smily can do together ### From Quaderno to Smily - When **New Contact** in Quaderno then **Add payment** in Smily - When **New Invoice** in Quaderno then **Create or Update Client** in Smily ### From Smily to Quaderno - When **New And/Or Updated Client** in Smily then **Add invoice payment** in Quaderno - When **New And/Or Updated Payment** in Smily 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 Smily ## Triggers and actions 7 triggers · 43 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 **New And/Or Updated And/Or Canceled Booking** Trigger when a booking is created and/or updated and/or canceled (with line item support). - Trigger **New And/Or Updated Client** Trigger when a client is created and/or updated (with line item support). - Trigger **New And/Or Updated Payment** Trigger when a payment is created and/or updated. - Trigger **New Inquiry** Trigger when a new inquiry is created. - Action **Add booking** Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily. - Action **Add payment** Records a new payment against a booking in Smily. - Action **Add rental** Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee. - Action **Create Inquiry** Creates an inquiry for a rental, recording a guest's contact details, requested dates and message. - Action **Create or Update Client** Creates a new Smily client (guest), or updates an existing one when a client ID is given. - Action **Delete booking** Cancels a booking in Smily so it no longer occupies the rental's calendar. - Action **Find Bookings in Date Range** Returns the bookings that overlap a date range, optionally filtered by status, rental or client. - Action **Find Client by Email** Finds Smily clients (guests) whose email address matches the one given, returning the matching client records. - Action **Find Payment** Finds payments by their order ID (one or more, comma-separated). - Action **Get booking** Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client. - Action **Get client** Returns a single client (guest) by ID, including their addresses, emails and phone numbers. - Action **Get rental** Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs. - Action **List bookings** Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned. - Action **List clients** Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers. - Action **List inquiries** Returns the inquiries on your Smily account, including guest contact details, requested dates and party size. - Action **List payments** Returns the payments recorded on your Smily account, optionally filtered by order ID. - Action **List rentals** Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details. - Action **Update Booking** Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking. - Action **Update rental** Updates an existing rental property in Smily. Only the fields you fill in are changed. ## 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) - [ **Smily** Smily, top property management software for Short-Term Rental Managers and Concierges.](https://apiant.ai/connections/smily) 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 Smily - [ **HubSpot to Smily** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smily) - [ **Salesforce to Smily** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smily) - [ **Slack to Smily** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smily) - [ **Google Sheets to Smily** Google Sheets](https://apiant.ai/connect/google-sheets-to-smily) - [ **Gmail to Smily** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-smily) - [ **Google Calendar to Smily** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-smily) Questions ## Quaderno and Smily, 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 Smily when something happens in Quaderno? Any of Smily's 19 actions, including Create Inquiry, Create or Update Client, Update Booking and Update rental. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Smily to Quaderno? Yes. When something happens in Smily, your agent can act in Quaderno too. This page covers both directions: Smily's triggers and Quaderno's actions are listed here as well. ### ### Do I have to build a connector for Quaderno or Smily? 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 Smily 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.