Integration
Connect Quotient to Invoiced
When Quote Completed fires in Quotient, your agent runs Create Contact in Invoiced. 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 Invoiced 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 Invoiced
When Quote Completed in Quotient
then Create Contact in Invoiced
When Customer Asked Question in Quotient
then Create Customer in Invoiced
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 Invoiced
Triggers and actions 17 triggers · 14 actions
Trigger
Customer Asked QuestionFires 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 QuoteFires 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 AcceptedFires 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 CompletedFires 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 DeclinedFires 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 SentFires 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
Invoice Paid in FullTriggers when an invoice is paid in full.
Trigger
New ContactTriggers when a new contact is added to an Invoiced customer.
Trigger
New Credit NoteTriggers when a new credit note is created in Invoiced.
Trigger
New CustomerTriggers when a new customer is created in Invoiced.
Trigger
New EstimateTriggers when a new estimate is created in Invoiced.
Trigger
New InvoiceTriggers when a new invoice is created in Invoiced.
Trigger
New NoteTriggers when a new note is added in Invoiced.
Trigger
New PaymentTriggers when a new payment is recorded in Invoiced.
Trigger
New SubscriptionTriggers when a new subscription is created in Invoiced.
Trigger
New TaskTriggers when a new collections task is created in Invoiced.
Trigger
Subscription CanceledTriggers when a subscription is canceled in Invoiced.
Action
Create ContactCreates a contact on an Invoiced customer.
Action
Create Credit Balance AdjustmentAdds (or with a negative amount, removes) credit on a customer's credit balance.
Action
Create Credit NoteCreates a credit note for an Invoiced customer.
Action
Create CustomerCreates a new customer in Invoiced and returns its ID and customer number.
Action
Create EstimateCreates an estimate (quote) for an Invoiced customer.
Action
Create InvoiceCreates an invoice for an Invoiced customer.
Action
Create PaymentRecords a payment in Invoiced, optionally applied to invoices.
Action
Create Pending Line ItemAdds a pending line item to a customer, billed on their next invoice.
Action
Create SubscriptionSubscribes an Invoiced customer to a plan.
Action
Create TaskCreates a collections task for an Invoiced customer.
Action
Find Credit NoteFinds a credit note by its number and returns the first match.
Action
Find EstimateFinds a estimate by its number and returns the first match.
Action
Find InvoiceFinds a invoice by its number and returns the first match.
Action
Update CustomerUpdates an existing Invoiced customer; only the fields you fill in change.
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
More from Quotient
Quotient to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Quotient to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Quotient to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Quotient to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Quotient to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Quotient to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Invoiced
HubSpot to InvoicedHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to InvoicedGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to InvoicedGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to InvoicedGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to InvoicedGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to InvoicedActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Quotient and Invoiced, 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 Invoiced when something happens in Quotient?
Any of Invoiced's 14 actions, including Create Contact, Create Credit Balance Adjustment, Create Credit Note and Create Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Invoiced to Quotient?
Invoiced has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Invoiced's API documentation and adds it.
Do I have to build a connector for Quotient or Invoiced?
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 Invoiced without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Invoiced 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.