--- title: "Connect QuickBase and Senta - APIANT.ai" description: "When \"New or updated record\" fires in QuickBase, your agent runs \"Create a New Client\" in Senta." canonical: "https://apiant.ai/connect/quickbase-to-senta" --- # Connect QuickBase and Senta When **New or updated record** fires in [QuickBase](https://apiant.ai/connections/quickbase), your agent runs **Create a New Client** in [Senta](https://apiant.ai/connections/senta), or **Job Completed** in Senta to **Insert or update records** in QuickBase. Describe the whole flow and it is built, tested on every scenario and kept running. QuickBase **2** triggers QuickBase **21** actions Senta **6** triggers Senta **7** 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 Senta 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 and Senta can do together ### From QuickBase to Senta - When **New or updated record** in QuickBase then **Create a New Client** in Senta - When **New record** in QuickBase then **Create a New Note** in Senta ### From Senta to QuickBase - When **Job Completed** in Senta then **Insert or update records** in QuickBase - When **Job Created** in Senta then **Query records** in 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 Senta ## Triggers and actions 8 triggers · 28 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. - Trigger **Job Becomes Overdue** Triggers when a job in Senta becomes overdue, optionally only for one client or one job template. - Trigger **Job Becomes Ready** Triggers when a job in Senta becomes ready, optionally only for one client or job template. - Trigger **Job Cancelled** Triggers when a job in Senta is cancelled, optionally limited to one client or job template. - Trigger **Job Completed** Triggers when a job in Senta is completed, optionally only for one client or job template. - Trigger **Job Created** Triggers when a new job is created in Senta, optionally only for a specific client or job template. - Trigger **Job Updated** Triggers when a job is updated in Senta, firing once for each change to a job's details. - Action **Create a New Client** Creates a new client company in your Senta practice and returns its id. - Action **Create a New Note** Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note. - Action **Delete client** Deletes a client from your Senta practice by its ID. - Action **Find a Client** Returns the Senta clients whose details match the keywords you search for, with each client's id and name. - Action **Get client** Returns one client company by its ID, including the fields your practice has customised and the client's contacts. - Action **List jobs** Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status. - Action **Update a Client** Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update. ## 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) - [ **Senta** Senta is a cloud practice management software including marketing, workflow, email automation, secure...](https://apiant.ai/connections/senta) 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 Senta - [ **HubSpot to Senta** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-senta) - [ **Salesforce to Senta** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-senta) - [ **Google Sheets to Senta** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-senta) - [ **Gmail to Senta** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-senta) - [ **Google Calendar to Senta** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-senta) - [ **Google Drive to Senta** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-senta) Questions ## QuickBase and Senta, 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 Senta when something happens in QuickBase? Any of Senta's 7 actions, including Create a New Client, Create a New Note, Update a Client and Find a Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Senta to QuickBase? Yes. When something happens in Senta, your agent can act in QuickBase too. This page covers both directions: Senta's triggers and QuickBase's actions are listed here as well. ### ### Do I have to build a connector for QuickBase or Senta? 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 Senta 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.