--- title: "Connect Quotient to Benetics - APIANT.ai" description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Add Task\" in Benetics." canonical: "https://apiant.ai/connect/quotient-to-benetics" --- # Connect Quotient to Benetics When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Add Task** in [Benetics](https://apiant.ai/connections/benetics). Describe the whole flow and it is built, tested on every scenario and kept running. Quotient **6** triggers Benetics **4** triggers Benetics **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quotient and Benetics 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 Quotient can start in Benetics - When **Quote Completed** in Quotient then **Add Task** in Benetics - When **Customer Asked Question** in Quotient then **Update Task** in Benetics 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 Benetics ## Triggers and actions 10 triggers · 25 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 **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Add Plan Version** Upload a new version of a plan. - Action **Add Project Member** Add a member to a project. - Action **Add Task** Create a new task on a project. - Action **Create Project** Creates a new project. - Action **Delete Document** Delete a document. - Action **Delete Plan** Delete a plan. - Action **Delete Plan Version** Remove one version of a plan from a project. - Action **Delete Project** Delete a project. - Action **Delete Project Member** Remove a member from a project. - Action **Delete Task** Delete a task. - Action **Document Upload** Upload a document - Action **Get Project** Get a single project by id. - Action **Get Report** Get a single report by id. - Action **Get Task** Get a single task by id. - Action **List Members** List members of the organization. - Action **List Project Members** List members assigned to a project. - Action **List Projects** List projects in the organization. - Action **List Reports** List reports for a project. - Action **List Tasks** List tasks for a project. - Action **Plan Upload** Upload a plan - Action **Update Document** Update a document's fields. - Action **Update Plan** Update a plan's fields. - Action **Update Project** Update a project's fields. - Action **Update Task** Update a task's fields. - Action **Upload File** Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document. ## Each app on its own - [ **Quotient** Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately...](https://apiant.ai/connections/quotient) - [ **Benetics** Benetics is a construction efficiency platform built in the cloud.](https://apiant.ai/connections/benetics) Reviews ## What our customers say ## More from Quotient - [ **Quotient to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/quotient-to-hubspot) - [ **Quotient to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quotient-to-salesforce) - [ **Quotient to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quotient-to-slack) - [ **Quotient to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/quotient-to-google-sheets) - [ **Quotient to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/quotient-to-gmail) - [ **Quotient to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/quotient-to-google-calendar) ## More into Benetics - [ **Mailchimp to Benetics** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-benetics) - [ **Shopify to Benetics** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-benetics) - [ **ActiveCampaign to Benetics** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-benetics) - [ **Airtable to Benetics** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-benetics) - [ **Asana to Benetics** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-benetics) - [ **2Chat to Benetics** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-benetics) Questions ## Quotient and Benetics, 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 Benetics when something happens in Quotient? Any of Benetics's 25 actions, including Create Project, Update Document, Update Plan and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Benetics to Quotient? Benetics has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Benetics's API documentation and adds it. ### ### Do I have to build a connector for Quotient or Benetics? 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 Benetics without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Benetics 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.