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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Raklet.

Add your action

An action happens after the trigger—such as "Create Record" in Quickbase.

You’re connected!

Zapier seamlessly connects Raklet and Quickbase, automating your workflow.

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.

- Status
- Type
- Created On
- Balance
- Created On Filter Type
- Balance Filter Type
Trigger
Polling
Try It
- Email Address
  Required
- Note
  Required
Action
Write
- Email Address
- First Name
- Last Name
- Maiden Name
- Member No
- Corporate Name
- Birth Place
- Blood Type
- Phone Country Code
- Phone Number
- Title
- Address Details
- Address City
- Address Country
- Address Postal Code
- Contact Type
- Gender
- Marital Status
- Contact Status
Action
Write
- Application
  Required
- Table
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Polling
Try It
- Application
  Required
- Table
  Required
Action
Write

- Application
  Required
- Table
  Required
- Record ID
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Match Condition
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search or write

New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Email Address
  Required
- Tag
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Polling
Try It
- Application
  Required
- Table
  Required
Action
Write
- Application
  Required
- Table
  Required
- Record ID
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Match Condition
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Raklet and Quickbase to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Raklet to Quickbase integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Raklet

Raklet is a CRM to help manage contacts, messages and payments. Schedule email and SMS, collect payments online and more.

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About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

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