---
title: "Connect Quotient to Resource Planner - APIANT.ai"
description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Create Project\" in Resource Planner."
canonical: "https://apiant.ai/connect/quotient-to-resource-planner"
---

# Connect Quotient to Resource Planner

When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner). Describe the whole flow and it is built, tested on every scenario and kept running.

Quotient **6** triggers Resource Planner **2** triggers Resource Planner **11** 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 Resource Planner 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 Resource Planner

- When **Quote Completed** in Quotient then **Create Project** in Resource Planner
- When **Customer Asked Question** in Quotient then **Update project** in Resource Planner

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 Resource Planner

## Triggers and actions 8 triggers · 11 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 in the workspace.

- Trigger

**New Resource**

Triggers when a new resource (person) is added to the Resource Planner workspace.

- Action

**Create Assignment**

Creates an assignment that books a resource on a project for a date range, optionally with a linked task.

- Action

**Create Project**

Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.

- Action

**Create Resource**

Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.

- Action

**Delete assignment**

Removes an assignment from the Resource Planner schedule.

- Action

**Delete project**

Deletes a project and all of its assignments.

- Action

**Delete resource**

Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.

- Action

**Find Project**

Returns the projects whose ID matches, or whose title or note contains, the search text.

- Action

**Find Resource**

Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.

- Action

**Update assignment**

Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed.

- Action

**Update project**

Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed.

- Action

**Update resource**

Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings.

## 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)
- [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner)

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 Resource Planner

- [ **Kintone to Resource Planner** kintone is a fully integrated social collaboration and customizable business application cloud platform that...](https://apiant.ai/connect/kintone-to-resource-planner)
- [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner)
- [ **Google Sheets to Resource Planner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resource-planner)
- [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner)
- [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner)
- [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner)

Questions

## Quotient and Resource Planner, 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 Resource Planner when something happens in Quotient?

Any of Resource Planner's 11 actions, including Create Assignment, Create Project, Create Resource and Update assignment. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Resource Planner to Quotient?

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

###

### Do I have to build a connector for Quotient or Resource Planner?

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 Resource Planner without building an automation?

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