--- title: "Connect Chaport and QuickBase - APIANT.ai" description: "When \"Chat Stage Updated (instant)\" fires in Chaport, your agent runs \"Insert or update records\" in QuickBase." canonical: "https://apiant.ai/connect/chaport-to-quickbase" --- # Connect Chaport and QuickBase When **Chat Stage Updated (instant)** fires in [Chaport](https://apiant.ai/connections/chaport), your agent runs **Insert or update records** in [QuickBase](https://apiant.ai/connections/quickbase), or **New or updated record** in QuickBase to **Send a Message** in Chaport. Describe the whole flow and it is built, tested on every scenario and kept running. Chaport **8** triggers Chaport **12** actions QuickBase **2** triggers QuickBase **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chaport and QuickBase 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 Chaport and QuickBase can do together ### From Chaport to QuickBase - When **Chat Stage Updated (instant)** in Chaport then **Insert or update records** in QuickBase - When **New Chat Started** in Chaport then **Query records** in QuickBase ### From QuickBase to Chaport - When **New or updated record** in QuickBase then **Send a Message** in Chaport - When **New record** in QuickBase then **Create an Operator** in Chaport 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 Chaport and QuickBase ## Triggers and actions 10 triggers ยท 33 actions - Trigger **Chat Closed (instant)** Fires when a chat is closed. Webhook event: chat.closed. - Trigger **Chat Finished** Triggers when chat is finished. - Trigger **Chat Stage Updated (instant)** Fires when a chat's stage changes. Webhook event: chat.stageUpdated. - Trigger **Message Read (instant)** Fires when a message is read. Webhook event: message.read. - Trigger **New Chat Started** Triggers when chat is started. - Trigger **New Message Sent (instant)** Fires when a new message is sent in a chat. Webhook event: message.sent. - Trigger **New Visitor (instant)** Fires when a new visitor is created. Webhook event: visitor.created. - Trigger **Visitor Updated** Triggers when visitor data is updated. - Action **Create an Operator** Adds a new operator to your Chaport account and returns the created operator. - Action **Delete a Message** Deletes one message from a Chaport chat. Identify the visitor and the message you want removed. - Action **Delete an Operator** Removes an operator from your Chaport account. - Action **List Operators** Returns every operator in your Chaport account, with each operator's name, email, role and status. - Action **List Visitors** Returns the visitors in your Chaport account, one page at a time. - Action **Retrieve an Operator** Returns one Chaport operator with their name, email, role, job title and current status. - Action **Retrieve a Visitor** Returns one Chaport visitor with their name, contact details, notes and any custom data held about them. - Action **Retrieve Last Visitor Chat** Returns a visitor's most recent Chaport chat, including its stage, operators and โ€” when asked for โ€” the transcript. - Action **Send a Message** Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open. - Action **Update an Operator** Updates a Chaport operator's details. Anything you leave blank keeps its current value. - Action **Update a Visitor** Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched. - Action **Update Operator Status** Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time. - Trigger **New or updated record** Polling trigger. Fires for each record added or modified in the specified Quickbase table, ordered by Date Modified. Records are deduped by their Record ID# (field 3). - Trigger **New record** Polling trigger. Fires for each new record added to the specified Quickbase table, ordered by Record ID#. Records are deduped by their Record ID# (field 3). - Action **Add app** Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties. - Action **Add field** Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions. - Action **Add table** Create a new table in a QuickBase app. - Action **Delete app** Delete a QuickBase app by id. - Action **Delete field** Delete one or more QuickBase fields from a table. - Action **Delete records** Delete records from a Quickbase table that match a query (Quickbase query language in the where clause). - Action **Delete table** Deletes a table from a Quickbase app, including all of the data within it. - Action **Get app** Get the properties of a Quickbase application by its app ID. - Action **Get field** Get a single QuickBase field by id. - Action **Get report** Get metadata for a single QuickBase report. - Action **Get table** Get the properties of a single Quickbase table by table ID and app ID. - Action **Get table fields** List all fields (columns) for a Quickbase table, including field IDs, labels, and types. - Action **Get tables for app** List all tables belonging to a Quickbase application. - Action **Insert or update records** Insert new records or update existing ones in a Quickbase table. Pass data as an array of record objects keyed by field ID. Include the table's key field (or record ID field 3) to update; omit to insert. - Action **List reports** Lists all reports defined on a Quickbase table. - Action **Query records** Query records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top). - Action **Run formula** Runs a Quickbase formula against a table (and optionally a record) and returns the result as text. - Action **Run report** Run a Quickbase report by report ID and table ID and return its result rows. - Action **Update app** Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged. - Action **Update field** Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged. - Action **Update table** Update an existing QuickBase table's properties. ## Each app on its own - [ **Chaport** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connections/chaport) - [ **QuickBase** Quickbase is a low-code database platform. Build and automate against Quickbase apps, tables, and records.](https://apiant.ai/connections/quickbase) Reviews ## What our customers say ## More from Chaport - [ **Chaport to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/chaport-to-stripe) - [ **Chaport to Chatrace** Omnichannel chatbot platform for automating customer support and sales via WhatsApp, SMS, Messenger...](https://apiant.ai/connect/chaport-to-chatrace) - [ **Chaport to keycdn IP Location Finder** Get the IP geolocation data through the simple REST API. All the responses are JSON encoded](https://apiant.ai/connect/chaport-to-keycdn-ip-location-finder) - [ **Chaport to ProxiedMail** ProxiedMail provides creating email addresses, forwarding and receiving emails with full context.](https://apiant.ai/connect/chaport-to-proxiedmail) - [ **Chaport to Publica** With Publica, you can sell, share and consume all kinds of digital content directly through a reliable and...](https://apiant.ai/connect/chaport-to-publica) - [ **Chaport to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chaport-to-hubspot) ## More into QuickBase - [ **HubSpot to QuickBase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quickbase) - [ **Mailchimp to QuickBase** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-quickbase) - [ **Pipedrive to QuickBase** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-quickbase) - [ **JIRA to QuickBase** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/jira-to-quickbase) - [ **Klaviyo to QuickBase** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-quickbase) - [ **JotForm to QuickBase** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-quickbase) Questions ## Chaport and QuickBase, answered ### ### What can start an automation from Chaport? Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBase when something happens in Chaport? Any of QuickBase's 21 actions, including Update app, Update field, Update table and Add app. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from QuickBase to Chaport? Yes. When something happens in QuickBase, your agent can act in Chaport too. This page covers both directions: QuickBase's triggers and Chaport's actions are listed here as well. ### ### Do I have to build a connector for Chaport or QuickBase? 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 Chaport and QuickBase without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app 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.