--- title: "Connect Quotient to Eagle Doc - APIANT.ai" description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Process Invoices\" in Eagle Doc." canonical: "https://apiant.ai/connect/quotient-to-eagle-doc" --- # Connect Quotient to Eagle Doc When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Process Invoices** in [Eagle Doc](https://apiant.ai/connections/eagle-doc). Describe the whole flow and it is built, tested on every scenario and kept running. Quotient **6** triggers Eagle Doc **8** 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 Eagle Doc 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 Eagle Doc - When **Quote Completed** in Quotient then **Process Invoices** in Eagle Doc - When **Customer Asked Question** in Quotient then **Process any document** in Eagle Doc 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 Eagle Doc ## Triggers and actions 6 triggers · 8 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. - Action **Extract signature** Detect and extract signature(s) from a document via the Signature Extraction API. - Action **Get usage** Retrieve current API usage/quota (pages processed, plan limits) via the Usage Check API. - Action **Process any document** Extract structured data from an arbitrary/custom document type via the Any Document OCR API. Universal extraction with no template/training required. - Action **Process bank statement** Extract structured transaction data from a bank statement document via the Finance OCR API. Returns parsed transaction line items. - Action **Process document batch** Submit multiple documents for OCR extraction in a single batch call via the Document Batch OCR API. - Action **Process Invoices** Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more. - Action **Process Receipts** Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more. - Action **Split document** Split a multi-document PDF/image into individual documents via the Any Document Split API. ## 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) - [ **Eagle Doc** Eagle Doc is an Invoice OCR and Receipt OCR tool for Document Processing and Information Extraction](https://apiant.ai/connections/eagle-doc) 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 Eagle Doc - [ **QuickBooks Online to Eagle Doc** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-eagle-doc) - [ **HubSpot to Eagle Doc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-eagle-doc) - [ **Salesforce to Eagle Doc** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-eagle-doc) - [ **Slack to Eagle Doc** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-eagle-doc) - [ **Google Sheets to Eagle Doc** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-eagle-doc) - [ **Gmail to Eagle Doc** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-eagle-doc) Questions ## Quotient and Eagle Doc, 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 Eagle Doc when something happens in Quotient? Any of Eagle Doc's 8 actions, including Extract signature, Get usage, Process any document and Process bank statement. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Eagle Doc to Quotient? Eagle Doc has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Eagle Doc's API documentation and adds it. ### ### Do I have to build a connector for Quotient or Eagle Doc? 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 Eagle Doc without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Eagle Doc 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.