--- title: "Connect Investment Dominator and QuickBase - APIANT.ai" description: "When \"New contact\" fires in Investment Dominator, your agent runs \"Insert or update records\" in QuickBase." canonical: "https://apiant.ai/connect/investment-dominator-to-quickbase" --- # Connect Investment Dominator and QuickBase When **New contact** fires in [Investment Dominator](https://apiant.ai/connections/investment-dominator), your agent runs **Insert or update records** in [QuickBase](https://apiant.ai/connections/quickbase), or **New or updated record** in QuickBase to **Add contact** in Investment Dominator. Describe the whole flow and it is built, tested on every scenario and kept running. Investment Dominator **3** triggers Investment Dominator **13** 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 Investment Dominator 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 Investment Dominator and QuickBase can do together ### From Investment Dominator to QuickBase - When **New contact** in Investment Dominator then **Insert or update records** in QuickBase - When **New property** in Investment Dominator then **Query records** in QuickBase ### From QuickBase to Investment Dominator - When **New or updated record** in QuickBase then **Add contact** in Investment Dominator - When **New record** in QuickBase then **Add task** in Investment Dominator 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 Investment Dominator and QuickBase ## Triggers and actions 5 triggers · 34 actions - Trigger **New contact** Triggered when a new contact is created in your Investment Dominator CRM. Optional filters limit which new contacts fire it. - Trigger **New property** Triggers when a new property is created in Investment Dominator, optionally limited to properties matching the filters you set. - Trigger **New task** Triggered when a new task is created in Investment Dominator, optionally limited to tasks matching the chosen filters. - Action **Add comment** Adds a comment to a property in Investment Dominator and returns the new comment. - Action **Add contact** Adds a new contact to your Investment Dominator CRM and returns the new contact's id. - Action **Add property** Creates a property in Investment Dominator with its owner, location, status and listing details, and returns the new property. - Action **Add tag to property** Adds an existing tag to a property in Investment Dominator and returns the vendor's confirmation. - Action **Add task** Creates a task in Investment Dominator, optionally linked to a property, contact or owner, and returns the new task. - Action **Delete contact** Deletes a contact from Investment Dominator by its id. - Action **Get contact** Returns a contact by its ID, including name, email, phone, address, status, type and tags. An error occurs if the contact is not found. - Action **Get property** Returns a property by its ID, including its owner, status, tags, location, pricing and listing details. An error occurs if the property is not found. - Action **List contacts** Returns the contacts in your Investment Dominator CRM, optionally narrowed by search term, tag, or any contact field. - Action **List properties** Returns the properties in your Investment Dominator CRM, optionally narrowed by search term, tags, owner, location, price and other property details. - Action **List tasks** Returns the tasks in your Investment Dominator CRM, optionally filtered by property, contact, owner, status, dates and other task details. - Action **Update contact** Updates an existing contact in Investment Dominator, changing only the fields you fill in, and returns the updated contact. - Action **Update property** Updates an existing property in Investment Dominator, changing only the fields you fill in, and returns the updated property. - 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 - [ **Investment Dominator** Investment Dominator is a complete real estate investment deal management and automation system for land...](https://apiant.ai/connections/investment-dominator) - [ **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 Investment Dominator - [ **Investment Dominator to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/investment-dominator-to-salesforce) - [ **Investment Dominator to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/investment-dominator-to-slack) - [ **Investment Dominator to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/investment-dominator-to-mailchimp) - [ **Investment Dominator to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/investment-dominator-to-stripe) - [ **Investment Dominator to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/investment-dominator-to-shopify) - [ **Investment Dominator to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/investment-dominator-to-quickbooks-online) ## 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 ## Investment Dominator and QuickBase, answered ### ### What can start an automation from Investment Dominator? Any of Investment Dominator's 3 triggers in the catalog, including New contact, New property and New task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBase when something happens in Investment Dominator? 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 Investment Dominator? Yes. When something happens in QuickBase, your agent can act in Investment Dominator too. This page covers both directions: QuickBase's triggers and Investment Dominator's actions are listed here as well. ### ### Do I have to build a connector for Investment Dominator 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 Investment Dominator 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.