--- title: "Connect QuickBase to Refiner - APIANT.ai" description: "When \"New or updated record\" fires in QuickBase, your agent runs \"Get contact\" in Refiner." canonical: "https://apiant.ai/connect/quickbase-to-refiner" --- # Connect QuickBase to Refiner When **New or updated record** fires in [QuickBase](https://apiant.ai/connections/quickbase), your agent runs **Get contact** in [Refiner](https://apiant.ai/connections/refiner). Describe the whole flow and it is built, tested on every scenario and kept running. QuickBase **2** triggers QuickBase **21** actions Refiner **6** 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 Refiner 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 Refiner - When **New or updated record** in QuickBase then **Get contact** in Refiner - When **New record** in QuickBase then **List contacts** in Refiner 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 Refiner ## Triggers and actions 2 triggers · 27 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 **Delete contact** Deletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses. - Action **Get contact** Fetches all data on record for a specific contact. - Action **Identify User** Creates a contact in Refiner, or updates the traits of an existing one, identified by user ID or email. Optionally groups the user under an account. - Action **List contacts** Returns all contacts on record in the Refiner project. - Action **List segments** Lists the user segments in your Refiner environment, ordered by name. - Action **Track Event** Tracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches. ## 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) - [ **Refiner** Refiner is a customer survey tool for data driven SaaS teams.](https://apiant.ai/connections/refiner) 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 Refiner - [ **lemlist to Refiner** lemlist is an outreach email platform with personalized images and videos.](https://apiant.ai/connect/lemlist-to-refiner) - [ **HubSpot to Refiner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-refiner) - [ **Salesforce to Refiner** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-refiner) - [ **Slack to Refiner** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-refiner) - [ **Google Sheets to Refiner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-refiner) - [ **Gmail to Refiner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-refiner) Questions ## QuickBase and Refiner, 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 Refiner when something happens in QuickBase? Any of Refiner's 6 actions, including Get contact, Identify User, List contacts and List segments. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Refiner to QuickBase? Refiner has no triggers in the catalog today, so automations start in QuickBase. If you need the other direction, ask: your agent reads Refiner's API documentation and adds it. ### ### Do I have to build a connector for QuickBase or Refiner? 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 Refiner 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.