Integration
Connect QuickFile to Zixflow
When New Client fires in QuickFile, your agent runs Add collection record in Zixflow. 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 Zixflow 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 can start in Zixflow
When New Client in QuickFile
then Add collection record in Zixflow
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 Zixflow
Triggers and actions 2 triggers · 37 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.
- Add collection record
Create a record in a collection. Docs: docs.zixflow.com/api-reference/records/create
- Create Activity
Create activity/task in the system.
- Create List Entry
Create list entry in the system
- Delete Activity
Delete activity/task in the system.
- Delete Collection Record
Delete specific collection record within the system.
- Delete List Entry
Delete specific list entry within the system. It will not delete collection record.
- Find activities
List/query activities and tasks.
- Find collection records
List/query records of a collection with filters and sorting.
- Find list entries
List/query entries of a list. Docs: docs.zixflow.com/api-reference/list-entries/get
- Find or Create Collection Record
Create collection record or locate existing record within the system, eliminating duplicates if present.
- Get activity
Get an activity by ID. Docs: docs.zixflow.com/api-reference/activity-list/get-by-id
- Get collection
Get a collection by ID.
- Get collection record
Get one collection record by ID. Docs: docs.zixflow.com/api-reference/records/get-by-id
- Get list entry
Get one list entry by ID. Docs: docs.zixflow.com/api-reference/list-entries/get-by-id
- List attributes
List attributes of a collection or list. Docs: docs.zixflow.com/api-reference/attributes/get-list-of-attributes
- List collections
List system and custom collections.
- List lists
List all lists. Docs: docs.zixflow.com/api-reference/list/get-list-of-lists
- List workspace members
List workspace members.
- Update Activity
Update activity/task in the system.
- Update Collection Record
Designed to seamlessly update individual collection record data within the system.
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 Zixflow
Digital Practice to ZixflowDigital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...
HubSpot to ZixflowHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ZixflowGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ZixflowGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
QuickFile and Zixflow, 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 Zixflow when something happens in QuickFile?
Any of Zixflow's 20 actions, including Create Activity, Create List Entry, Update Activity and Update Collection Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zixflow to QuickFile?
Zixflow has no triggers in the catalog today, so automations start in QuickFile. If you need the other direction, ask: your agent reads Zixflow's API documentation and adds it.
Do I have to build a connector for QuickFile or Zixflow?
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 Zixflow 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.