Integration

Connect Quotient to Apizeal

When Quote Completed fires in Quotient, your agent runs Find Contact in Apizeal. Describe the whole flow and it is built, tested on every scenario and kept running.

Quotient6 triggers Apizeal6 triggers Apizeal17 actions

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 Apizeal to do together?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide

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

Example flows

What Quotient can start in Apizeal

When Quote Completed in Quotientthen Find Contact in Apizeal
When Customer Asked Question in Quotientthen Find Task in Apizeal

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 Apizeal

Triggers and actions 12 triggers · 17 actions

Trigger
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.
Trigger
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.
Trigger
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.
Trigger
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.
Trigger
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.
Trigger
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.
Trigger
Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
Trigger
Lead Created
Triggers when a new lead is added in Apizeal.
Trigger
Policy Created
Triggers when a new insurance policy is added in Apizeal.
Trigger
Policy Status Updated
Triggers when a policy's status changes in Apizeal.
Trigger
Task Created
Triggers when a new task is added in Apizeal.
Trigger
Task Status Updated
Triggers when a task's status changes in Apizeal.
Action
Find Contact
Finds contacts and leads by name, email, phone or creation date.
Action
Find Task
Finds tasks by status, related contact or policy, or due date range.
Action
Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
Action
Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
Action
Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
Action
Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
Action
Get Task
Returns one task by its ID, with its status, due date and assignees.
Action
List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
Action
List Contact Notes
Lists the notes on a contact.
Action
List Contact Policies
Lists the policies a contact holds or belongs to.
Action
List Contact Reminders
Lists the reminders on a contact.
Action
List Medical Appointments
Lists a contact's medical appointments.
Action
List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
Action
List Policy Notes
Lists the notes on a policy.
Action
List Policy Reminders
Lists the reminders on a policy.
Action
List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
Action
List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.

Each app on its own

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Questions

Quotient and Apizeal, 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 Apizeal when something happens in Quotient?

Any of Apizeal's 17 actions, including Find Contact, Find Task, Get Contact and Get Medical Appointment. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Apizeal to Quotient?

Apizeal has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Apizeal's API documentation and adds it.

Do I have to build a connector for Quotient or Apizeal?

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 Apizeal without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in Apizeal 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.

Connect Quotient to Apizeal

What do you want Quotient and Apizeal to do together?

What Quotient can start in Apizeal

Triggers and actions 12 triggers · 17 actions

Each app on its own

What our customers say

More from Quotient

More into Apizeal

Quotient and Apizeal, answered

What can start an automation from Quotient?

What can your agent do in Apizeal when something happens in Quotient?

Can it also run from Apizeal to Quotient?

Do I have to build a connector for Quotient or Apizeal?

Can my AI client use Quotient and Apizeal without building an automation?

What happens when something fails?

Is there a free plan?