Connect Instantly and QuickBase

Both apps 46Instantly 23QuickBase 23

• Trigger
  New Event

  Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

• Action
  Activate campaign

  Starts a campaign, or resumes a paused one, and returns the updated campaign.

• Action
  Add campaign

  Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

• Action
  Add lead list

  Creates a new lead list in Instantly for storing leads.

• Action
  Add Lead to Campaign

  Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

• Action
  Add Tags to Campaigns

  Assigns one or more custom tags to one or more campaigns.

• Action
  Add to Blocklist

  Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

• Action
  Create a New Tag

  Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

• Action
  Delete blocklist entry

  Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

• Action
  Delete lead

  Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

• Action
  Find Lead

  Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

• Action
  Get Blocklist Entry

  Returns a single block list entry (a blocked email address or domain) by its ID.

• Action
  Get campaign

  Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

• Action
  Get lead

  Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

• Action
  List campaigns

  Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

• Action
  List lead lists

  Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

• Action
  List leads

  Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

• Action
  List Tag Mappings

  Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

• Action
  Pause campaign

  Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

• Action
  Remove Lead From Campaign

  Removes one or more leads from an Instantly campaign, deleting them from that campaign.

• Action
  Remove Tags From Campaigns

  Removes one or more custom tags from Instantly campaigns.

• Action
  Update lead

  Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

• Action
  Update Lead Status

  Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.