Integration
Connect QuickFile and Robly
When New Client fires in QuickFile, your agent runs Add Contact to a List in Robly, or New Contact in Robly to Convert estimate to invoice in QuickFile. 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 QuickFile and Robly 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 QuickFile and Robly can do together
From QuickFile to Robly
When New Client in QuickFile
then Add Contact to a List in Robly
From Robly to QuickFile
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 QuickFile and Robly
Triggers and actions 5 triggers · 24 actions
- 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.
- New Contact
Triggered when a new contact is created in Robly.
- New List
Triggered when a new list is created in your Robly account.
- New Unsubscribed Contact
Triggered when a contact unsubscribes in Robly.
- Add Contact to a List
Adds an existing contact to a Robly list, finding the contact by email address or member ID. Can optionally send the list's autoresponder and start its automations.
- Create Contact
Creates a new Robly contact with the field values you supply and subscribes it to the lists you choose. Returns the new contact's ID.
- Create List
Creates a new mailing list in Robly with the name you give it, and returns the new list. The name must be unique within the account.
- Find Contact
Finds a Robly contact by email address or member ID and returns the contact's details, field values and lists. Reports found as false when no contact matches.
- Remove Contact From a List
Removes a contact from a Robly list, finding the contact by email address or member ID.
- Unsubscribe Contact
Unsubscribes a contact from all lists in Robly, finding the contact by email address or member ID.
- Update Full Contact Details
Updates an existing Robly contact, found by contact ID or email, including its field values, list memberships and tags.
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 QuickFile
QuickFile to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
QuickFile to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
QuickFile to StripeStripe is a payment processing platform for online businesses.
QuickFile to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
QuickFile to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
QuickFile to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Robly
HubSpot to RoblyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RoblyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RoblyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RoblyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RoblyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RoblyMailchimp marketing automation and email platform.
Questions
QuickFile and Robly, answered
What can start an automation from QuickFile?
Any of QuickFile's 2 triggers in the catalog, including New Client and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Robly when something happens in QuickFile?
Any of Robly's 7 actions, including Create Contact, Create List, Update Full Contact Details and Add Contact to a List. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Robly to QuickFile?
Yes. When something happens in Robly, your agent can act in QuickFile too. This page covers both directions: Robly's triggers and QuickFile's actions are listed here as well.
Do I have to build a connector for QuickFile or Robly?
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 QuickFile and Robly 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.