--- title: "Connect QuickBase and Teachworks - APIANT.ai" description: "When \"New or updated record\" fires in QuickBase, your agent runs \"Add payment allocation\" in Teachworks." canonical: "https://apiant.ai/connect/quickbase-to-teachworks" --- # Connect QuickBase and Teachworks When **New or updated record** fires in [QuickBase](https://apiant.ai/connections/quickbase), your agent runs **Add payment allocation** in [Teachworks](https://apiant.ai/connections/teachworks), or **Lesson Completed** in Teachworks 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 Teachworks **17** triggers Teachworks **28** 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 Teachworks 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 Teachworks can do together ### From QuickBase to Teachworks - When **New or updated record** in QuickBase then **Add payment allocation** in Teachworks - When **New record** in QuickBase then **Add profile note** in Teachworks ### From Teachworks to QuickBase - When **Lesson Completed** in Teachworks then **Insert or update records** in QuickBase - When **New Availability** in Teachworks 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 Teachworks ## Triggers and actions 19 triggers · 49 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 **Lesson Completed** Triggers when a lesson is marked completed in Teachworks. - Trigger **New Availability** Triggers when a new availability block is added for a teacher or employee. - Trigger **New Cost Premium** Triggers when a new cost premium is created in Teachworks. - Trigger **New Employee** Triggers when a new employee (teacher or staff member) is added in Teachworks. - Trigger **New Invoice** Triggers when a new invoice is created in Teachworks. - Trigger **New Lesson** Triggers when a new lesson is scheduled in Teachworks. - Trigger **New Lesson Participant** Triggers when a student is added to a lesson as a new lesson participant. - Trigger **New Location** Triggers when a new location (or sub-location) is added in Teachworks. - Trigger **New Other Event** Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar. - Trigger **New Package Balance Alert** Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units). - Trigger **New Payment** Triggers when a new payment is recorded in Teachworks. - Trigger **New Refund** Triggers when a new refund is recorded against a customer's payment in Teachworks. - Trigger **New Service** Triggers when a new service is created in Teachworks. - Trigger **New Student** Triggers when a new student is added in Teachworks. - Trigger **New Unavailability** Triggers when a new unavailability (time off) is added for an employee in Teachworks. - Trigger **New Wage Payment** Triggers when a new wage payment to an employee is recorded in Teachworks. - Trigger **New Wage Tier** Triggers when a new wage tier is created in Teachworks. - Action **Add location** Creates a new location in your Teachworks account. - Action **Add payment allocation** Allocates part or all of a payment to an invoice. - Action **Add profile note** Creates a profile note on a customer (family) or student. - Action **Add student to lesson** Adds a student to an existing scheduled lesson and returns the updated lesson with its participants. - Action **Add wage payment** Creates a wage payment for an employee in Teachworks. - Action **Complete lesson** Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes. - Action **Create Child Student** Creates a child student who belongs to a family, with their fees billed to that family. - Action **Create Employee** Creates a new employee (teacher or staff member) in Teachworks. - Action **Create Family** Creates a family customer in Teachworks. Families are billed for the lessons of their child students. - Action **Create Independent Student** Creates an independent student in Teachworks: a directly billed customer together with its associated student record. - Action **Create Lesson** Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time. - Action **Create Payment** Creates a payment received from a customer (family or independent student). - Action **Find Child Student** Finds child students (students belonging to a family) matching the name, email, phone or other details you supply. - Action **Find Customer** Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches. - Action **Find Employee** Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list. - Action **Find Family** Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list. - Action **Find Independent Student (Full Details)** Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields. - Action **Find Independent Student (Student Details)** Finds independent students matching name, email, phone, school, status or other criteria and returns their student details. - Action **Find Payment** Finds payments by customer and/or payment date, returning the first match and the full list of matching payments. - Action **Get lesson** Returns a single lesson, including its time, teacher, service, location and participants. - Action **List lessons** Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range. - Action **Update customer** Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules. - Action **Update Customer Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks customer. - Action **Update employee** Updates an existing employee's profile, wage settings and user permissions in Teachworks. - Action **Update lesson** Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson. - Action **Update payment** Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID. - Action **Update student** Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers. - Action **Update Student Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks student. ## 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) - [ **Teachworks** Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students...](https://apiant.ai/connections/teachworks) 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 Teachworks - [ **HubSpot to Teachworks** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teachworks) - [ **Salesforce to Teachworks** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teachworks) - [ **Slack to Teachworks** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teachworks) - [ **Google Sheets to Teachworks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teachworks) - [ **Gmail to Teachworks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teachworks) - [ **Google Calendar to Teachworks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teachworks) Questions ## QuickBase and Teachworks, 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 Teachworks when something happens in QuickBase? Any of Teachworks's 28 actions, including Create Child Student, Create Employee, Create Family and Create Independent Student. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teachworks to QuickBase? Yes. When something happens in Teachworks, your agent can act in QuickBase too. This page covers both directions: Teachworks's triggers and QuickBase's actions are listed here as well. ### ### Do I have to build a connector for QuickBase or Teachworks? 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 Teachworks 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.