Integration
Connect Quotient to webCRM
When Quote Completed fires in Quotient, your agent runs Create or Update Document in webCRM. 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 webCRM 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)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 webCRM
When Quote Completed in Quotient
then Create or Update Document in webCRM
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 webCRM
Triggers and actions 6 triggers · 13 actions
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Create or Update Activity
Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id.
- Create or Update Delivery
Creates or updates a delivery.
- Create or Update Document
Creates or updates a document.
- Create or Update Organisation
Creates or updates an organisation.
- Create or Update Person
Creates or updates a person.
- Create or Update Product
Creates or updates a product.
- Create or Update Support Case
Creates or updates a support case.
- Find Delivery
Finds a delivery.
- Find Document
Finds a document.
- Find Organisation
Finds an organisation.
- Find Person
Finds a person.
- Find User
Finds a user.
- Get Document
Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields.
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
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More into webCRM
Questions
Quotient and webCRM, 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 webCRM when something happens in Quotient?
Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from webCRM to Quotient?
webCRM has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it.
Do I have to build a connector for Quotient or webCRM?
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 webCRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in webCRM 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.