Connect QuickBase to Mx Technologies

Both apps 58QuickBase 23Mx Technologies 35

• 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 account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.