--- title: "Connect QuickBase to ClickFunnels - APIANT.ai" description: "When \"New or updated record\" fires in QuickBase, your agent runs \"Add contact\" in ClickFunnels." canonical: "https://apiant.ai/connect/quickbase-to-clickfunnels" --- # Connect QuickBase to ClickFunnels When **New or updated record** fires in [QuickBase](https://apiant.ai/connections/quickbase), your agent runs **Add contact** in [ClickFunnels](https://apiant.ai/connections/clickfunnels). Describe the whole flow and it is built, tested on every scenario and kept running. QuickBase **2** triggers QuickBase **21** actions ClickFunnels **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want QuickBase and ClickFunnels 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 QuickBase can start in ClickFunnels - When **New or updated record** in QuickBase then **Add contact** in ClickFunnels - When **New record** in QuickBase then **Update contact** in ClickFunnels 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 QuickBase and ClickFunnels ## Triggers and actions 2 triggers · 41 actions - 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. - Action **Add contact** Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes. - Action **Add product** Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties. - Action **Add tag** Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts. - Action **Apply Tag to Contact** Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details. - Action **Delete contact** Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id. - Action **Enroll a Contact Into a Course** Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment. - Action **Get contact** Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details. - Action **Get order** Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses. - Action **Get product** Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags. - Action **List contacts** Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter. - Action **List courses** Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings. - Action **List forms** Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates. - Action **List funnels** Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs. - Action **List orders** Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter. - Action **List products** Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state. - Action **List tags** Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name. - Action **Remove Tag From Contact** Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed. - Action **Search Contacts by Email or ID** Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes. - Action **Update contact** Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed. - Action **Update or Create Contact (By Email Address)** Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email. ## Each app on its own - [ **QuickBase** Quickbase is a low-code database platform. Build and automate against Quickbase apps, tables, and records.](https://apiant.ai/connections/quickbase) - [ **ClickFunnels** ClickFunnels gives you everything you need to market, sell, and deliver your products online.](https://apiant.ai/connections/clickfunnels) Reviews ## What our customers say ## More from QuickBase - [ **QuickBase to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quickbase-to-salesforce) - [ **QuickBase to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quickbase-to-slack) - [ **QuickBase to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quickbase-to-stripe) - [ **QuickBase to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbase-to-quickbooks-online) - [ **QuickBase to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/quickbase-to-trello) - [ **QuickBase to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/quickbase-to-zoom) ## More into ClickFunnels - [ **HubSpot to ClickFunnels** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clickfunnels) - [ **Salesforce to ClickFunnels** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clickfunnels) - [ **Slack to ClickFunnels** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clickfunnels) - [ **Google Sheets to ClickFunnels** Google Sheets](https://apiant.ai/connect/google-sheets-to-clickfunnels) - [ **Gmail to ClickFunnels** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickfunnels) - [ **Google Calendar to ClickFunnels** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clickfunnels) Questions ## QuickBase and ClickFunnels, answered ### ### What can start an automation from QuickBase? Any of QuickBase's 2 triggers in the catalog, including New or updated record and New record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickFunnels when something happens in QuickBase? Any of ClickFunnels's 20 actions, including Update contact, Update or Create Contact (By Email Address), Add contact and Add product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickFunnels to QuickBase? ClickFunnels has no triggers in the catalog today, so automations start in QuickBase. If you need the other direction, ask: your agent reads ClickFunnels's API documentation and adds it. ### ### Do I have to build a connector for QuickBase or ClickFunnels? 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 QuickBase and ClickFunnels 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.