Put QualifyBase to work with AI and enterprise-grade automation
Automate smarter with QualifyBase and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
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- Easy visual workflow builder
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerInstant - Appointment Updated
Triggers when an existing appointment is updated (rescheduled, time changed, status flipped, etc.).
Try ItTriggerInstant - New Deal
Triggers when a deal is created.
Try ItTriggerInstant - Only When the Deal Moves To
Try ItTriggerInstant
- New Appointment
Triggers when an appointment is created.
Try ItTriggerInstant - Completed Call
Triggers when a voice call completes, with its outcome, AI summary and transcript. Use this to log calls in your CRM, alert reps, or route follow-ups.
Try ItTriggerInstant - Lost Deal
Triggers when a deal is marked lost, with the lost reason.
Try ItTriggerInstant - Updated Deal
Triggers when a deal changes (title, owner, value, close date or a custom field). Includes changed_fields and previous values so you can act only on the change you care about.
Try ItTriggerInstant
For builders
Let your AI safely access QualifyBase
Go beyond Zap workflows. Install Zapier in your AI to call QualifyBase actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in QualifyBase from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose QualifyBase actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a QualifyBase connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "qualifybase", owner: "me" });
await zapier.runAction({
app: 'qualifybase',
action: 'add_contact_to_campaign',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.



