Connect QuickBase to Extracta.ai

Both apps 33QuickBase 23Extracta.ai 10

• 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 classification

  Creates a document classification with a list of document types that uploaded documents can be classified into. Returns the new classification's id.

• Action
  Add extraction

  Creates a new data extraction in Extracta.ai that defines which fields to pull out of uploaded documents. Returns the new extraction's id, which you use when uploading files for processing.

• Action
  Delete classification

  Permanently deletes a document classification, including all of its batches, results and uploaded files.

• Action
  Delete extraction

  Permanently deletes an extraction with all its batches and files, or just one batch or one file within it.

• Action
  Get classification

  Returns the details of a document classification, including its name, description and configured document types with their keywords and linked extraction templates.

• Action
  Get credits

  Returns the number of credits currently available on your Extracta.ai account, where one credit processes one page.

• Action
  Get extraction

  Returns the setup of an extraction: its name, description, language, options, the fields it extracts, and the batches processed under it.

• Action
  Get extraction results

  Returns the extracted data for a batch of documents processed by an extraction, or its waiting status if processing is not finished. Optionally narrows the results to a single file.

• Action
  Update classification

  Updates an existing document classification's name, description and document types.

• Action
  Update extraction

  Updates an existing Extracta extraction's name, description, language, processing options or fields to extract. Anything left blank stays unchanged.

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