--- title: "Connect Quaderno and Swapcard Organizer - APIANT.ai" description: "When \"New Contact\" fires in Quaderno, your agent runs \"Update Event Person Groups\" in Swapcard Organizer." canonical: "https://apiant.ai/connect/quaderno-to-swapcard-organizer" --- # Connect Quaderno and Swapcard Organizer When **New Contact** fires in [Quaderno](https://apiant.ai/connections/quaderno), your agent runs **Update Event Person Groups** in [Swapcard Organizer](https://apiant.ai/connections/swapcard-organizer), or **New Exhibitor** in Swapcard Organizer 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 Swapcard Organizer **4** triggers Swapcard Organizer **14** 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 Swapcard Organizer 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 Swapcard Organizer can do together ### From Quaderno to Swapcard Organizer - When **New Contact** in Quaderno then **Update Event Person Groups** in Swapcard Organizer - When **New Invoice** in Quaderno then **Get event** in Swapcard Organizer ### From Swapcard Organizer to Quaderno - When **New Exhibitor** in Swapcard Organizer then **Add invoice payment** in Quaderno - When **New Person** in Swapcard Organizer 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 Swapcard Organizer ## Triggers and actions 7 triggers · 38 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 Exhibitor** Triggers when a new exhibitor is created inside the event. - Trigger **New Person** Triggers when a new person is created inside the event. - Trigger **Updated Exhibitor** Triggers when a exhibitor is updated inside the event. - Trigger **Updated Person** Triggers when a person is updated inside the event. - Action **Add or Remove a Badge to a Person in an Event** Add or remove a badge to a peson in an event. - Action **Add or Remove a Person as Member of the Exhihitors** Add or remove a person as member of the exhibitors. - Action **Create Exhibitor** Create a new exhibitor on the event. - Action **Create Person** Creates a new event person. - Action **Find a Person** Find for a person by a specific field. - Action **Get event** Get one event by id. - Action **Get Event Person** Returns one event person by id, including groups, badges and session attendance (event-admin GraphQL eventPerson). - Action **Get Event Person Badges** Returns the badges (barcodes: type and value) assigned to one person in an event, via the eventPerson GraphQL query with an eventPeopleIds filter selecting badges {... on BadgeBarcode }. - Action **List events** List events in the organizer account. - Action **List exhibitors** List exhibitors of an event. - Action **Search Planning by Id** Find an planning by id. - Action **Update Event Person Groups** Update an event person groups. - Action **Update exhibitor** Update an exhibitor in an event. - Action **Update Person** Update a event person. ## 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) - [ **Swapcard Organizer** Swapcard Organizer is an event platform for virtual, hybrid, and in-person events.](https://apiant.ai/connections/swapcard-organizer) 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 Swapcard Organizer - [ **HubSpot to Swapcard Organizer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swapcard-organizer) - [ **Salesforce to Swapcard Organizer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swapcard-organizer) - [ **Slack to Swapcard Organizer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swapcard-organizer) - [ **Google Sheets to Swapcard Organizer** Google Sheets](https://apiant.ai/connect/google-sheets-to-swapcard-organizer) - [ **Gmail to Swapcard Organizer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swapcard-organizer) - [ **Google Calendar to Swapcard Organizer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swapcard-organizer) Questions ## Quaderno and Swapcard Organizer, 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 Swapcard Organizer when something happens in Quaderno? Any of Swapcard Organizer's 14 actions, including Create Exhibitor, Create Person, Update Event Person Groups and Update exhibitor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Swapcard Organizer to Quaderno? Yes. When something happens in Swapcard Organizer, your agent can act in Quaderno too. This page covers both directions: Swapcard Organizer's triggers and Quaderno's actions are listed here as well. ### ### Do I have to build a connector for Quaderno or Swapcard Organizer? 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 Swapcard Organizer 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.