Integration
Connect Quotient to Allo
When Quote Completed fires in Quotient, your agent runs Add Tag to Conversation Item in Allo. 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 Quotient and Allo 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 Quotient can start in Allo
When Quote Completed in Quotient
then Add Tag to Conversation Item in Allo
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 Quotient and Allo
Triggers and actions 6 triggers · 21 actions
- Customer Asked Question
Fires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event.
- Customer Viewed Quote
Fires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event.
- Quote Accepted
Fires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event.
- Quote Completed
Fires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event.
- Quote Declined
Fires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event.
- Quote Sent
Fires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event.
- Add Tag to Conversation Item
Adds a tag to a call or SMS.
- Add Thread Comment
Adds a comment to an internal discussion thread.
- Get Company
Returns one company from the Allo CRM.
- Get Conversation Item
Returns one call or SMS, including its summary and transcript.
- Get Deal
Returns one deal from the Allo CRM.
- Get Person
Returns one person from the Allo CRM.
- Get User
Returns one user on your Allo team.
- List Conversation Notes
Returns the notes on the conversation with a contact number.
- List Conversations
Returns conversations grouped by contact number, with their latest activity.
- List Phone Numbers
Returns the Allo phone numbers on your team.
- List Tags
Returns the tags in your Allo workspace.
- List Threads
Returns internal discussion threads.
- List Users
Returns the users on your Allo team.
- Search Companies
Returns companies in the Allo CRM matching the given filters.
- Search Conversation Items
Returns calls, SMS and other conversation items matching the given filters.
- Search Deals
Returns deals in the Allo CRM matching the given filters.
- Search People
Returns people in the Allo CRM matching the given filters.
- Send Fax
Sends a PDF document as a fax from one of your Allo numbers.
- Send SMS
Sends an SMS from one of your Allo numbers.
- Update Company
Updates a company in the Allo CRM.
- Update Person
Updates a person in the Allo CRM.
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
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More into Allo
Questions
Quotient and Allo, answered
What can start an automation from Quotient?
Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Allo when something happens in Quotient?
Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Allo to Quotient?
Allo has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.
Do I have to build a connector for Quotient or Allo?
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 Quotient and Allo without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Allo 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.