--- title: "Connect Previsto and QuickBase - APIANT.ai" description: "When \"Completed Assignment\" fires in Previsto, your agent runs \"Insert or update records\" in QuickBase." canonical: "https://apiant.ai/connect/previsto-to-quickbase" --- # Connect Previsto and QuickBase When **Completed Assignment** fires in [Previsto](https://apiant.ai/connections/previsto), your agent runs **Insert or update records** in [QuickBase](https://apiant.ai/connections/quickbase), or **New or updated record** in QuickBase to **Create Contact** in Previsto. Describe the whole flow and it is built, tested on every scenario and kept running. Previsto **5** triggers Previsto **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 Previsto 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 Previsto and QuickBase can do together ### From Previsto to QuickBase - When **Completed Assignment** in Previsto then **Insert or update records** in QuickBase - When **Created Agreement** in Previsto then **Query records** in QuickBase ### From QuickBase to Previsto - When **New or updated record** in QuickBase then **Create Contact** in Previsto - When **New record** in QuickBase then **Update contact** in Previsto 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 Previsto and QuickBase ## Triggers and actions 7 triggers ยท 34 actions - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact โ€” its name, address, contact details, billing settings and your own extra information. - 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 - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) - [ **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 Previsto - [ **Previsto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/previsto-to-salesforce) - [ **Previsto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/previsto-to-slack) - [ **Previsto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/previsto-to-stripe) - [ **Previsto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/previsto-to-shopify) - [ **Previsto to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/previsto-to-quickbooks-online) - [ **Previsto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/previsto-to-trello) ## 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 โ€” 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 ## Previsto and QuickBase, answered ### ### What can start an automation from Previsto? Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBase when something happens in Previsto? 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 Previsto? Yes. When something happens in QuickBase, your agent can act in Previsto too. This page covers both directions: QuickBase's triggers and Previsto's actions are listed here as well. ### ### Do I have to build a connector for Previsto 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 Previsto 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.