Integration
Connect QuickBase and Salesforce
When something happens in QuickBase or Salesforce, your agent does the next thing in the other. 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 Salesforce 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 and Salesforce can do together
From QuickBase to Salesforce
When New or updated record in QuickBase
then Create object record in Salesforce
From Salesforce to QuickBase
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 Salesforce
Triggers and actions 4 triggers · 30 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.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
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Questions
QuickBase and Salesforce, answered
Do changes in Quickbase have to be entered in Salesforce by hand?
No. The Quickbase new or updated record trigger fires when a row changes, and the agent can find matching records in Salesforce by a field value and update the record it finds. If no match exists, it can create the record instead.
How does the agent know which Quickbase row belongs to a Salesforce record?
It uses a shared value, such as a project number or case reference, with the Quickbase query records action or the Salesforce find object records action. The agent tests every scenario, including when no matching row is found, before the setup goes live.
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 Salesforce when something happens in QuickBase?
Any of Salesforce's 9 actions, including Create object record, Find object records, Find most recent created or updated record and Update object record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to QuickBase?
Yes. When something happens in Salesforce, your agent can act in QuickBase too. This page covers both directions: Salesforce's triggers and QuickBase's actions are listed here as well.
Do I have to build a connector for QuickBase or Salesforce?
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.