--- title: "Connect PassEngine and QuickBase - APIANT.ai" description: "When \"New Client\" fires in PassEngine, your agent runs \"Insert or update records\" in QuickBase." canonical: "https://apiant.ai/connect/passengine-to-quickbase" --- # Connect PassEngine and QuickBase When **New Client** fires in [PassEngine](https://apiant.ai/connections/passengine), your agent runs **Insert or update records** in [QuickBase](https://apiant.ai/connections/quickbase), or **New or updated record** in QuickBase to **Send pass email** in PassEngine. Describe the whole flow and it is built, tested on every scenario and kept running. PassEngine **4** triggers PassEngine **11** 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 PassEngine 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 PassEngine and QuickBase can do together ### From PassEngine to QuickBase - When **New Client** in PassEngine then **Insert or update records** in QuickBase - When **New Pass** in PassEngine then **Query records** in QuickBase ### From QuickBase to PassEngine - When **New or updated record** in QuickBase then **Send pass email** in PassEngine - When **New record** in QuickBase then **Create Client** in PassEngine 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 PassEngine and QuickBase ## Triggers and actions 6 triggers · 32 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Pass** Triggers when a new pass is created in PassEngine. - Trigger **Pass Scanned** Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it. - Trigger **Pass Status Changed** Triggers when a pass status changes (active, used, expired, revoked). - Action **Activate Pass** Reactivates a pass, setting its status back to active and notifying wallet apps. - Action **Create Client** Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes. - Action **Create Pass** Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link. - Action **Get client** Returns a single client (customer) by ID, including their name, email, phone and notes. - Action **Get pass** Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL. - Action **List clients** Returns the clients in your PassEngine account, optionally filtered by name, email or phone. - Action **List passes** Returns the passes in your PassEngine account, optionally filtered by name/code text or status. - Action **Revoke Pass** Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change. - Action **Scan Pass** Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why. - Action **Send pass email** Emails an existing pass to a recipient. Returns the queued email delivery with its status. - Action **Update Pass** Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed. - 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 - [ **PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connections/passengine) - [ **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 PassEngine - [ **PassEngine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/passengine-to-salesforce) - [ **PassEngine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/passengine-to-slack) - [ **PassEngine to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/passengine-to-stripe) - [ **PassEngine to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/passengine-to-shopify) - [ **PassEngine to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/passengine-to-quickbooks-online) - [ **PassEngine to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/passengine-to-pipedrive) ## 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 ## PassEngine and QuickBase, answered ### ### What can start an automation from PassEngine? Any of PassEngine's 4 triggers in the catalog, including New Client, New Pass, Pass Status Changed and Pass Scanned. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBase when something happens in PassEngine? 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 PassEngine? Yes. When something happens in QuickBase, your agent can act in PassEngine too. This page covers both directions: QuickBase's triggers and PassEngine's actions are listed here as well. ### ### Do I have to build a connector for PassEngine 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 PassEngine 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.