Quickbase integration
Use Quickbase in Zoft workflows, voice agents, chat agents and AI employees. Use Quickbase from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 7 actions
- 2 triggers
- Starts with
New Record - ZoftAgent or workflow decides what happens next
- Then in QuickbaseCreate Record
- AndCreate / Update Records From Array
Zoft + Quickbase
What Zoft can do with Quickbase.
- 01Voice agentsA phone agent can use Quickbase actions such as Create Record and Create / Update Records From Array during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Quickbase while it talks to the customer.
- 03WorkflowsStart a workflow when “New Record” happens in Quickbase, or use Quickbase as any step on the canvas.
- 04AI employeesAn AI employee can find and use Quickbase actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in Quickbase.
- Find RecordSearch for records in a Quickbase table using filters
- Create RecordCreate a new record in a Quickbase table
- Delete RecordDelete a record from a Quickbase table
- Update RecordUpdate an existing record in a Quickbase table
- Custom API CallMake a custom API call to a specific endpoint
- Find or Create RecordFind an existing record or create a new one if not found
- Create / Update Records From ArrayBulk create or update multiple records based on a merge key
Triggers 2
Events in Quickbase that can start a workflow.
- New RecordTriggers when a new record is created in a Quickbase table
- New or Updated RecordTriggers when a record is created or updated in a Quickbase table
Setup
Connect Quickbase in three steps.
- 01ConnectChoose Quickbase in Connections and enter the account details Quickbase asks for, such as a store name or token.
- 02Put it to workAdd Quickbase as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Quickbase on Zoft, answered.
What can Zoft do with Quickbase?
Zoft supports 7 actions and 2 triggers for Quickbase. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Quickbase to Zoft?
Choose Quickbase in Connections and enter the account details Quickbase asks for, such as a store name or token.
Can a voice agent or chat agent use Quickbase?
Yes. Once Quickbase is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Quickbase without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.