Pipelines: QBL v0.15

This article contains information about a QBL (Quickbase language) object. QBL objects are the supported Quickbase schema elements you see textually represented in the YAML file generated by Quickbase when you export a solution. Each object has associated properties. Supported schema may differ by QBL version.

To use this version, specify 0.15 when making requests with the API. No other activation is required.

Tip
Quickbase strongly recommends using service accounts to manage pipelines. Although QBL v0.15 supports importing and exporting pipelines from different owners, service accounts simplify authentication and allow for improved collaboration and security.

Supported channels

QBL v0.15 supports these pipeline channels:

AI Actions
Amazon S3
Asana
Autodesk
Bluebeam
Callable pipelines
Clock
CSV-Handler
Dropbox
FastField
Formstack Documents
Formstack Forms
Gmail
Google Calendar
Google Contacts
Google Docs
Google drive
Google Sheets
Google Workspace
HTTP
Jira
Json-Handler
MailChimp
Mailgun
Mailparser
Malware Scanner
Marketo
Microsoft Outlook
Microsoft Sharepoint
Microsoft Teams
NetSuite
ODBC
OneDrive
OpenAI
Quickbase
QuickBooks Online
Salesforce
ServiceNow
ShipStation
Slack
Snowflake
Text
Twilio
Webhooks

Solutions containing pipelines with unsupported channels cannot be exported.

Solution API rules for pipelines

This section explains rules for each solution API, including authentication handling, reference handling, and general behaviors.

Important
If the import or export of any resource in a solution fails, the request is stopped, and all resources revert to their original state.

Export

Authentication

Each account connection is exported with the channel account ID and alias included in the QBL.

Learn more about aliases

References

Recognizable references within the solution are exported as Logical IDs in the QBL, including:
- Quickbase app references
- Quickbase table references
- Quickbase field references
- Callable pipeline references
References outside the solution retain their real IDs. This includes references to Quickbase outside of the solution, as well as external references (like a Dropbox folder, for example).
Jinja expressions are exported as plain text, which means references inside the Jinja are not recognized in QBL.
Quickbase auth tokens are not exported for all channels. Channels that don’t use channel accounts (like Webhooks, for example) export passwords or tokens used to authenticate the pipeline as plain text. Instead, Quickbase recommends using the HTTP channel or the Quickbase Make Request step instead.

Create

The user performing the import will become the owner of the pipeline.
Imported pipelines default to the "off" state.
Imported pipelines retain the original schedule.

Authentication

Pipeline creation is only permitted if the user has the necessary permissions to create pipelines.
Quickbase attempts to match a channel account for each pipeline step based on the criteria: pipeline owner, channel, alias.
Note: Channel accounts used in the pipeline step can only belong to the owner of the pipeline. If user A owns the pipeline, they cannot use a channel account belonging to user B.
For example, if the QBL describes a Gmail channel account with alias “XYZ”, Quickbase looks for a Gmail account that belongs to the importing user with alias “XYZ”. If a match isn’t found, a placeholder account is used instead.
- Placeholder accounts are managed by the pipeline owner, who is the user performing the import.
- The placeholder account uses the same channel and alias as defined in the QBL.
- If the channel account defined in the QBL matches an existing placeholder account, the same placeholder account is used.
If the exported pipeline requires a tokenless account, the pipeline uses the tokenless account (otherwise known as realm default account) of the importing user to create the pipeline.
If a different value is specified for the channel account alias parameter, Quickbase matches against the provided alias value, and not the one included in the QBL. This allows you to create channel accounts before creating a pipeline with QBL, and choose to use that account.

Learn more about placeholder accounts and aliases

Update

The pipeline owner remains unchanged after update.
The state of the pipeline (on/off) remains unchanged, unless a pipeline that was previously on is no longer valid after the update. In these cases, a message is returned.
Pipeline updates may adjust the following if specified in QBL:
- Name
- Description
- Type
- Schedule

Authentication

Quickbase attempts to match a channel account for each pipeline step based on the criteria: pipeline owner, channel, alias. All channel accounts must be matched, not only new additions.
- For existing steps, the channel account remains unchanged during an update.
- If a structural change is made to a step that requires a different channel account (for example, switching the authentication type from tokenless to token), the matching logic applies to select the correct account.
- When a new step is created during an import, the matching logic is used to determine its channel account.
  Note: During updates, Quickbase attempts to match the owner of the pipeline, not the user performing the update. For example, if the QBL describes a Gmail channel account with alias “XYZ”, Quickbase looks for a Gmail account that belongs to the pipeline owner with alias “XYZ”. If a match isn’t found, a placeholder account is used instead.
  - Placeholder accounts are managed by the pipeline owner, not the user performing the update.
  - The placeholder account uses the same channel and alias as defined in the QBL.
  - If the channel account defined in the QBL matches an existing placeholder account, the same placeholder account is used.
If a different value is specified for the channel account alias parameter, Quickbase matches against the provided alias value, and not the one included in the QBL. This allows you to create channel accounts before updating a pipeline with QBL, and choose to use that account.

Learn more about placeholder accounts and aliases

The following tables list information about the properties of this object.

Pipelines properties

The following tables list information about the properties of this object.

Pipeline

Property	Description	Required	Default	Allowed Values
Name	Name of the pipeline	False	New pipeline	Any string
Description	Describes the pipeline	False	Your new pipeline	Any string
Owner	The Quickbase user set in this field will be the owner of the pipeline when it is published. Value is the email of the desired user account.	True	-	Any string
Tags		True	-	Array of items of type: Any string
Crontab	Cron schedule, if applicable	True	-	Any string
CrontabTimezone	Cron schedule, if applicable. TODO: Wrap the cron props to Schedule object?	True	-	Any string

Pipeline bucket

Property	Description	Required	Default	Allowed Values
Label	The bucket name	True	-	Any string
Value	The bucket ID	True	-	Any string

Pipeline channel account

Property	Description	Required	Default	Allowed Values
Alias	Alias of the channel account used for placeholder account resolution	True	-	Any string
AccountId	Account ID	True	-	Any string
Channel	Channel name	True	-	Any string
AccountType	Account type	True	-	Any string
Realm	Realm name	True	-	Any string

Pipeline step

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - AI Actions

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Amazon S3

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Asana

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Autodesk

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Bluebeam

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Clock

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Cloudpipes Meta

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Condition

Property	Description	Required	Default	Allowed Values
Type	Type	True	-	Any string
Name	Name	True	-	Any string
Note	Condition step note	False	""	Any string
Filters	Filtering bound to the step	False	-	-

Pipeline step - CSV Handler

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Data source - App

Property	Description	Required	Default	Allowed Values
Name	Name	True	-	Any string
App		True	-	References: App (Scope: Solution) Any string

Pipeline step - Data source - Fields

Property	Description	Required	Default	Allowed Values
Name	Name	True	-	Any string
Source	The Quickbase table to use as a source for the fields	True	-	Reference to QB::PipelineStep::DataSource::Table See nested properties
Name	Name	True	-	Any string
Table		True	-	References: Table (Scope: Root), Table (Scope: Solution) Any string
Source	The Quickbase app to use as a source for the table	True	-	Reference to QB::PipelineStep::DataSource::App See nested properties
Name	Name	True	-	Any string
App		True	-	References: App (Scope: Solution) Any string
Fields		False	-	Array of items of type: Any string

Pipeline step - Data source - Table

Property	Description	Required	Default	Allowed Values
Name	Name	True	-	Any string
Table		True	-	References: Table (Scope: Root), Table (Scope: Solution) Any string
Source	The Quickbase app to use as a source for the table	True	-	Reference to QB::PipelineStep::DataSource::App See nested properties
Name	Name	True	-	Any string
App		True	-	References: App (Scope: Solution) Any string

Pipeline step - Dropbox

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - FastField

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Formstack Documents

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Formstack Forms

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Gmail

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Google Calendar

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Google Contacts

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Google Docs

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Google Drive

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Google Sheets

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Google Workspace

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - HTTP

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Inputs Meta

No properties defined.

Pipeline step - Jira

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - JSON Handler

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Loop

Property	Description	Required	Default	Allowed Values
Type	Type	True	-	Any string
Name	Name	True	-	Any string
Target	Target of step actions	False	-	-
Note	Loop step note	False	""	Any string

Pipeline step - MailChimp

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Mailgun

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Mailparser

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Malware Scanner

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Marketo

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Microsoft Outlook

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Microsoft Sharepoint

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Microsoft Teams

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - NetSuite

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - ODBC

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - OneDrive

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - OpenAI

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Quickbase

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - QuickBooks Online

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Salesforce

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - ServiceNow

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - ShipStation

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Slack

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Snowflake

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Stop

Property	Description	Required	Default	Allowed Values
Type	Type	True	-	Any string
Name	Name	True	-	Any string
Note	Stop step note	False	""	Any string

Pipeline step - Text

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Twilio

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline step - Webhooks

Property	Description	Required	Default	Allowed Values
Id	Id	True	-	Any string
Name	Name	True	-	Any string
Type	Type	True	-	Any string
SubType	SubType	True	-	Any string
PipelineChannelAccount		True	-	Reference to PipelineChannelAccount
Channel	A Pipelines channel bound to this step	False	-	See nested properties
Resource	Resource type	True	-	Any string
Id	Channel ID	True	-	Any string
Selector	Selector type	True	-	Any string
Inputs	Pipelines channel input bound to this step	False	-	-
Filters	Filtering bound to the step	False	-	-
Target	Target of step actions	False	-	-
Link	Relates resources	False	-	-
Note	Pipeline step note	False	""	Any string

Pipeline table

Property	Description	Required	Default	Allowed Values
Label	The table name	True	-	Any string
Value	The table ID	True	-	Any string

Placeholder record set

Property	Required	Default	Allowed Values
ExternalSetId	True	-	Any string
Name	True	-	Any string
SetType	False	Table	One of: Table, Query