--- title: "Connect CRM in Cloud and QuickBase - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Insert or update records\" in QuickBase." canonical: "https://apiant.ai/connect/crm-in-cloud-to-quickbase" --- # Connect CRM in Cloud and QuickBase When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Insert or update records** in [QuickBase](https://apiant.ai/connections/quickbase), or **New or updated record** in QuickBase to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** 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 CRM in Cloud 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 CRM in Cloud and QuickBase can do together ### From CRM in Cloud to QuickBase - When **New or Updated Company** in CRM in Cloud then **Insert or update records** in QuickBase - When **New or Updated Contact** in CRM in Cloud then **Query records** in QuickBase ### From QuickBase to CRM in Cloud - When **New or updated record** in QuickBase then **Create or Update Contact** in CRM in Cloud - When **New record** in QuickBase then **Create or Update Lead** in CRM in Cloud 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 CRM in Cloud and QuickBase ## Triggers and actions 6 triggers · 28 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - 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 - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **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 CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## 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 — 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 ## CRM in Cloud and QuickBase, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBase when something happens in CRM in Cloud? 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 CRM in Cloud? Yes. When something happens in QuickBase, your agent can act in CRM in Cloud too. This page covers both directions: QuickBase's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud 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 CRM in Cloud 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.