Integration
Connect QuickBase to DocsBot AI
When New or updated record fires in QuickBase, your agent runs Add lead in DocsBot AI. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want QuickBase and DocsBot AI to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What QuickBase can start in DocsBot AI
When New or updated record in QuickBase
then Add lead in DocsBot AI
When New record in QuickBase
then Chat Agent Message (Recommended) in DocsBot AI
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 DocsBot AI
Triggers and actions 2 triggers · 34 actions
Trigger
New or updated recordPolling 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 recordPolling 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 appCreates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.
Action
Add fieldCreates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.
Action
Add tableCreate a new table in a QuickBase app.
Action
Delete appDelete a QuickBase app by id.
Action
Delete fieldDelete one or more QuickBase fields from a table.
Action
Delete recordsDelete records from a Quickbase table that match a query (Quickbase query language in the where clause).
Action
Delete tableDeletes a table from a Quickbase app, including all of the data within it.
Action
Get appGet the properties of a Quickbase application by its app ID.
Action
Get fieldGet a single QuickBase field by id.
Action
Get reportGet metadata for a single QuickBase report.
Action
Get tableGet the properties of a single Quickbase table by table ID and app ID.
Action
Get table fieldsList all fields (columns) for a Quickbase table, including field IDs, labels, and types.
Action
Get tables for appList all tables belonging to a Quickbase application.
Action
Insert or update recordsInsert 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 reportsLists all reports defined on a Quickbase table.
Action
Query recordsQuery records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top).
Action
Run formulaRuns a Quickbase formula against a table (and optionally a record) and returns the result as text.
Action
Run reportRun a Quickbase report by report ID and table ID and return its result rows.
Action
Update appUpdates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.
Action
Update fieldUpdates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.
Action
Update tableUpdate an existing QuickBase table's properties.
Action
Add botCreates a new DocsBot bot in a team, optionally copying sources from an existing bot.
Action
Add leadCaptures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
Action
Add sourceCreates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
Action
Ask Question (Legacy)Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
Action
Chat Agent Message (Recommended)Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
Action
Create Web SourceAdds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
Action
Delete botPermanently deletes a bot from a DocsBot team.
Action
Delete leadDeletes one captured lead record from a DocsBot bot.
Action
Delete sourceDeletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
Action
Get botReturns one DocsBot bot with its settings, model, status and source counts.
Action
List botsReturns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
Action
Semantic SearchSearches a bot's trained content and returns the most relevant source chunks for a natural-language query.
Action
Update botUpdates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from QuickBase
QuickBase to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
QuickBase to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
QuickBase to StripeStripe is a payment processing platform for online businesses.
QuickBase to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
QuickBase to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
QuickBase to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into DocsBot AI
HubSpot to DocsBot AIHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocsBot AISalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocsBot AISlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocsBot AIGoogle Sheets
Gmail to DocsBot AIGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DocsBot AIGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
QuickBase and DocsBot AI, 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 DocsBot AI when something happens in QuickBase?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to QuickBase?
DocsBot AI has no triggers in the catalog today, so automations start in QuickBase. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for QuickBase or DocsBot AI?
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.
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.