Integration
Connect eWay-CRM and QuickBase
When New or Updated Company fires in eWay-CRM, your agent runs Insert or update records in QuickBase, or New or updated record in QuickBase to Save a Contact in eWay-CRM. 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 eWay-CRM and QuickBase 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 eWay-CRM and QuickBase can do together
From eWay-CRM to QuickBase
When New or Updated Company in eWay-CRM
then Insert or update records in QuickBase
From QuickBase to eWay-CRM
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 eWay-CRM and QuickBase
Triggers and actions 8 triggers · 31 actions
- New or Updated Company
Triggers when a company is created or changed in eWay-CRM.
- New or Updated Contact
Triggers when a contact is created or updated in eWay-CRM.
- New or Updated Deal
Triggers when a deal is created or updated in eWay-CRM.
- New or Updated Journal
Triggers when a journal entry is created or updated in eWay-CRM.
- New or Updated Project
Triggers when a project is created or updated in eWay-CRM.
- New or Updated Task
Triggers when a task is created or changed in eWay-CRM.
- Find a Contact
Finds contacts in eWay-CRM matching an email, name, company or phone number.
- Find a Deal
Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.
- Find a Drop-Down Menu Value
Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.
- Find a Task
Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.
- Save a Company
Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.
- Save a Contact
Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.
- Save a Deal
Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.
- Save a Journal
Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.
- Save a Project
Creates a new project in eWay-CRM, or updates an existing project when its ID is given.
- Save a Task
Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.
- 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).
- 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).
- Add app
Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.
- Add field
Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.
- Add table
Create a new table in a QuickBase app.
- Delete app
Delete a QuickBase app by id.
- Delete field
Delete one or more QuickBase fields from a table.
- Delete records
Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).
- Delete table
Deletes a table from a Quickbase app, including all of the data within it.
- Get app
Get the properties of a Quickbase application by its app ID.
- Get field
Get a single QuickBase field by id.
- Get report
Get metadata for a single QuickBase report.
- Get table
Get the properties of a single Quickbase table by table ID and app ID.
- Get table fields
List all fields (columns) for a Quickbase table, including field IDs, labels, and types.
- Get tables for app
List all tables belonging to a Quickbase application.
- 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.
- List reports
Lists all reports defined on a Quickbase table.
- 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).
- Run formula
Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.
- Run report
Run a Quickbase report by report ID and table ID and return its result rows.
- Update app
Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.
- Update field
Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.
- Update table
Update an existing QuickBase table's properties.
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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Questions
eWay-CRM and QuickBase, answered
What can start an automation from eWay-CRM?
Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickBase when something happens in eWay-CRM?
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 eWay-CRM?
Yes. When something happens in QuickBase, your agent can act in eWay-CRM too. This page covers both directions: QuickBase's triggers and eWay-CRM's actions are listed here as well.
Do I have to build a connector for eWay-CRM 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 eWay-CRM 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.