--- title: "Connect Quotient to Checkvist - APIANT.ai" description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Create Task Note\" in Checkvist." canonical: "https://apiant.ai/connect/quotient-to-checkvist" --- # Connect Quotient to Checkvist When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Create Task Note** in [Checkvist](https://apiant.ai/connections/checkvist). Describe the whole flow and it is built, tested on every scenario and kept running. Quotient **6** triggers Checkvist **2** triggers Checkvist **15** 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 Checkvist 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 Checkvist - When **Quote Completed** in Quotient then **Create Task Note** in Checkvist - When **Customer Asked Question** in Quotient then **Close Task** in Checkvist 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 Checkvist ## Triggers and actions 8 triggers · 15 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 List** Triggered when a new checklist is created in Checkvist. - Trigger **New List Item** Triggered when a new item is added to the chosen Checkvist checklist. - Action **Close Task** Marks a task in a Checkvist checklist as closed (done) and returns the updated task. - Action **Create List Item** Adds a new item (task) to a Checkvist checklist and returns the created item. - Action **Create New List** Creates a new Checkvist checklist and returns it. - Action **Create Several List Items** Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items. - Action **Create Task Note** Adds a note (comment) to a task in a Checkvist checklist and returns the new note. - Action **Delete Checklist** Deletes a Checkvist checklist and returns the deleted list. - Action **Delete List Item** Deletes an item (task) from a Checkvist checklist and returns the deleted item. - Action **Get Checklist** Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts. - Action **Get List Item** Returns a single item (task) from a Checkvist checklist, optionally with its notes. - Action **List Checklists** Returns the Checkvist checklists the connected account can see. - Action **List List Items** Returns the items (tasks) in a Checkvist checklist. - Action **List Task Notes** Returns the notes (comments) on a task in a Checkvist checklist. - Action **Reopen Task** Reopens a closed task in a Checkvist checklist and returns the updated task. - Action **Update Checklist** Updates a Checkvist checklist's name or sharing setting and returns the updated list. - Action **Update List Item** Updates an item (task) in a Checkvist checklist and returns the updated item. ## 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) - [ **Checkvist** Keyboard driven online outliner and task manager for teams and individuals.](https://apiant.ai/connections/checkvist) 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 Checkvist - [ **ActiveCampaign to Checkvist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-checkvist) - [ **Airtable to Checkvist** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-checkvist) - [ **Asana to Checkvist** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-checkvist) - [ **Brevo to Checkvist** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-checkvist) - [ **Calendly to Checkvist** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-checkvist) - [ **Capsule CRM to Checkvist** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-checkvist) Questions ## Quotient and Checkvist, 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 Checkvist when something happens in Quotient? Any of Checkvist's 15 actions, including Create List Item, Create New List, Create Several List Items and Create Task Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Checkvist to Quotient? Checkvist has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Checkvist's API documentation and adds it. ### ### Do I have to build a connector for Quotient or Checkvist? 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 Checkvist without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Checkvist 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.