Integration
Connect QuickFile and Willo
When New Client fires in QuickFile, your agent runs Add department in Willo, or List Users in Willo 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 Willo 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 Willo can do together
From QuickFile to Willo
When New Client in QuickFile
then Add department in Willo
From Willo 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 Willo
Triggers and actions 3 triggers · 36 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.
- List Users
Triggers when a new user is added to your Willo account.
- Accept Candidate
Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.
- Add department
Creates a new department in your Willo organisation and returns the department, including its key and branding.
- Add interview from template
Creates a new interview in Willo from one of your interview templates and returns the new interview.
- Create Company
Creates a new company as a child organisation under your Willo organisation, with the owner you name.
- Create Interview
Creates a new video interview in Willo with its questions, department, message templates and settings.
- Delete interview
Deletes an interview from your Willo account.
- Delete participant
Deletes a participant from Willo. Returns whether the deletion was confirmed.
- Get interview
Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.
- Get participant
Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.
- Get user
Returns a Willo user's details, including email, full name, phone, role and status.
- Invite Someone
Invites a person to a Willo interview as a participant and returns the new participant with their invite link.
- List departments
Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.
- List interviews
Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.
- List message templates
Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.
- List participants
Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.
- List users
Returns the users in your Willo account with their key, email and full name.
- Reject Candidate
Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.
- Update interview
Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.
- Update participant
Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.
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 Willo
HubSpot to WilloHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to WilloGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WilloGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WilloGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
QuickFile and Willo, 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 Willo when something happens in QuickFile?
Any of Willo's 19 actions, including Create Company, Create Interview, Update interview and Update participant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Willo to QuickFile?
Yes. When something happens in Willo, your agent can act in QuickFile too. This page covers both directions: Willo's triggers and QuickFile's actions are listed here as well.
Do I have to build a connector for QuickFile or Willo?
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 Willo 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.