--- title: "Connect Quilia to Cubo Crm - APIANT.ai" description: "When \"Appointment Created\" fires in Quilia, your agent runs \"Add deal\" in Cubo Crm." canonical: "https://apiant.ai/connect/quilia-to-cubo-crm" --- # Connect Quilia to Cubo Crm When **Appointment Created** fires in [Quilia](https://apiant.ai/connections/quilia), your agent runs **Add deal** in [Cubo Crm](https://apiant.ai/connections/cubo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Quilia **3** triggers Quilia **18** actions Cubo Crm **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quilia and Cubo Crm 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 Quilia can start in Cubo Crm - When **Appointment Created** in Quilia then **Add deal** in Cubo Crm - When **Appointment Updated** in Quilia then **Update deal** in Cubo Crm 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 Quilia and Cubo Crm ## Triggers and actions 3 triggers · 38 actions - Trigger **Appointment Created** Triggers when a new appointment is created in Quilia. - Trigger **Appointment Updated** Triggers when an appointment is updated in Quilia. - Trigger **New Client Activity** Triggers when a client performs an activity in Quilia, such as uploading a document to their case. - Action **Add New Client** Creates a new client in Quilia with their name, phone, email, address and date of birth. - Action **Create Contact** Creates a contact (such as a witness, adjustor, employer or medical provider) attached to a case or a client. - Action **Delete a Contact** Permanently deletes a company or people contact from your Quilia organization. - Action **Delete Case** Permanently deletes a case, including its members, documents and chat history. - Action **Delete Client** Permanently deletes a client from your firm, including their case memberships. - Action **Delete Documents** Deletes one or more Quilia documents, removing both the records and their stored files. - Action **Find a Document** Finds a document by its id and returns its type plus a secure download link that expires after 30 minutes. - Action **Find Client by Phone** Finds a client in your firm by phone number and returns the client record with the cases they belong to. - Action **Invite Clients to Case** Invites clients or staff to a Quilia case. Clients are texted an invite; staff are added as invited. Returns who was invited and who was skipped. - Action **List Clients** Returns the firm's clients, optionally filtered by name, email or phone. - Action **List Webhook Events** Returns the webhook events your Quilia firm can subscribe to, with their descriptions and payload schemas. - Action **Retrieve a Single Client** Returns a single client by id, including the cases the client belongs to. - Action **Retrieve Individual Case** Returns one case by its ID, including its status, type, dates, client, organization and case members. - Action **Simulate Webhook Event** Sends a sample Quilia webhook event to an endpoint URL so you can test a webhook integration. - Action **Update a Contact** Updates an existing Quilia contact (a company or a person). Only the fields you fill in are changed. - Action **Update Case** Updates an existing case's status, type, opening date or custom CMS data. Only the fields you fill in are changed. - Action **Update Client Information** Updates an existing client's contact details, address and demographic information. Only the fields you fill in are changed. - Action **Upload Documents** Uploads a document file to a client's case in Quilia and returns the new document ids. - Action **Add activity** Create an activity. POST activities; docs "Criar nova atividade". - Action **Add deal** Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio". - Action **Add note** Create a note (Anotação). POST notes; docs "Criar nova anotação". - Action **Add organization** Create an organization. POST organizations; docs "Criar nova organização". - Action **Add person** Create a person (Pessoa). POST on persons; docs "Criar nova pessoa". - Action **Add product** Create a product. POST products; docs "Criar novo produto". - Action **Delete deal** Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio". - Action **Delete person** Delete a person by ID. - Action **Get deal** Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID". - Action **Get organization** Get an organization by ID. - Action **Get person** Get a person by ID. - Action **List organizations** List all organizations. GET organizations; docs "Listar todas as organizações". - Action **List people** List all people. GET persons; docs "Listar todas as pessoas". - Action **List pipelines** List all pipelines (Funis). GET pipelines; docs "Listar todos os funis". - Action **List products** List all products. GET products; docs "Listar todos os produtos". - Action **List stages** List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID". - Action **Update activity** Update an activity by ID. - Action **Update deal** Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio". - Action **Update organization** Update an organization by ID. - Action **Update person** Update a person by ID. ## Each app on its own - [ **Quilia** Quilia is a platform that syncs client data to your tools, providing effortless integration and real-time...](https://apiant.ai/connections/quilia) - [ **Cubo Crm** Brazilian CRM/negotiation-management platform for sales pipelines, branded customer portals, and...](https://apiant.ai/connections/cubo-crm) Reviews ## What our customers say ## More from Quilia - [ **Quilia to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quilia-to-shopify) - [ **Quilia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quilia-to-salesforce) - [ **Quilia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quilia-to-slack) - [ **Quilia to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quilia-to-stripe) - [ **Quilia to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/quilia-to-trello) - [ **Quilia to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/quilia-to-zoom) ## More into Cubo Crm - [ **HubSpot to Cubo Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cubo-crm) - [ **Salesforce to Cubo Crm** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cubo-crm) - [ **Slack to Cubo Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cubo-crm) - [ **Google Sheets to Cubo Crm** Google Sheets](https://apiant.ai/connect/google-sheets-to-cubo-crm) - [ **Gmail to Cubo Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cubo-crm) - [ **Google Calendar to Cubo Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cubo-crm) Questions ## Quilia and Cubo Crm, answered ### ### What can start an automation from Quilia? Any of Quilia's 3 triggers in the catalog, including Appointment Created, Appointment Updated and New Client Activity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cubo Crm when something happens in Quilia? Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cubo Crm to Quilia? Cubo Crm has no triggers in the catalog today, so automations start in Quilia. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it. ### ### Do I have to build a connector for Quilia or Cubo Crm? 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 Quilia and Cubo Crm 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.