Integration
Connect QuickBase to Folderit Dms
When something happens in QuickBase, your agent does the next thing in Folderit Dms. Describe it 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 Folderit Dms 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 Folderit Dms
When New or updated record in QuickBase
then Add entity tasks in Folderit Dms
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 Folderit Dms
Triggers and actions 2 triggers · 42 actions
- 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).
- 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).
- Add app
Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.
- Add field
Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.
- Add table
Create a new table in a QuickBase app.
- Delete app
Delete a QuickBase app by id.
- Delete field
Delete one or more QuickBase fields from a table.
- Delete records
Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).
- Delete table
Deletes a table from a Quickbase app, including all of the data within it.
- Get app
Get the properties of a Quickbase application by its app ID.
- Get field
Get a single QuickBase field by id.
- Get report
Get metadata for a single QuickBase report.
- Get table
Get the properties of a single Quickbase table by table ID and app ID.
- Get table fields
List all fields (columns) for a Quickbase table, including field IDs, labels, and types.
- Get tables for app
List all tables belonging to a Quickbase application.
- 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.
- List reports
Lists all reports defined on a Quickbase table.
- 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).
- Run formula
Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.
- Run report
Run a Quickbase report by report ID and table ID and return its result rows.
- Update app
Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.
- Update field
Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.
- Update table
Update an existing QuickBase table's properties.
- Add entity tasks
Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.
- Add file
/v2/accounts/{accountUid}/files/upload - upload new file/version.
- Add folder
/v2/accounts/{accountUid}/folders - create a folder/section.
- Add group
Creates a new user group in a Folderit account.
- Add share
Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link.
- Add tag
Creates a new tag in a Folderit account, optionally nested under an existing parent tag.
- Add tags to file
/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.
- Add team user
Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.
- Delete file
Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.
- Delete folder
/v2/accounts/{accountUid}/folders/{folderUid}.
- Find files
Searches the files of a Folderit account by text and optional filters, returning the matching files.
- Get entity tasks
Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.
- Get file download link
/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.
- Get folder
/v2/accounts/{accountUid}/folders/{folderUid} - folder info.
- List files
Lists the files directly inside a Folderit folder or section.
- List folders
Lists the subfolders directly inside a Folderit folder or section.
- List groups
Lists the user groups in a Folderit account.
- List tags
Lists all tags in a Folderit account.
- List team users
Lists the team users of a Folderit account, optionally filtered by email address.
- Update file
Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.
- Update folder
/v2/accounts/{accountUid}/folders/{folderUid} - update folder.
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
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Questions
QuickBase and Folderit Dms, 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 Folderit Dms when something happens in QuickBase?
Any of Folderit Dms's 21 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Folderit Dms to QuickBase?
Folderit Dms has no triggers in the catalog today, so automations start in QuickBase. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.
Do I have to build a connector for QuickBase or Folderit Dms?
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.