About the Quick Base channel

Quick Base is an application development platform that helps businesses improve the processes that make them unique.

Please note that terms used in the Quick Base channel categories are Quick Base specific terminology.

How to connect

  1. On the My pipelines page, click Create a pipeline.
  2. On the right side of the page, choose All to list all available channels.
  3. Click Quick Base in the list of channels on the right side of the page and click Connect to Quick Base
  4. Enter your subdomain and user token. When finished, click Connect to Quick Base.

How to reconnect the Quick Base channel

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.

  • Authorization updates, such as a changed password.

  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has Quick Base in it.
  2. Open a step containing Quick Base.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Create and assign a user token

You can create a user token and assign it to an app at the same time. The token is also available to assign to other apps.

To create a new user token:
  1. On the user drop-down on the global bar, choose My preferences.
  2. Under My User Information, click the link for Manage my user tokens for [subdomain] realm ...
  3. Click the New user token button.
  4. Click OK.
  5. In the Basics section, enter a Name and a Description for your token.
  6. In the Assign token to apps section, click the drop-down arrows to select which apps you want to assign this token to. You can assign a token to as many as 20 apps.
  7. Click Save. The new token appears in the list of user tokens. API calls containing this token can now interact with the application. The new token is also available for assignment to other applications. For more details about managing user tokens, click here.

Steps

The steps you can use with Quick Base fall into a one category: Records.

Type Name Description
Records
Trigger Record Created

Triggers when a new record is created in the selected account.

Note: You must have admin rights on the Quick Base app for this trigger to operate.

Trigger Record Updated

Triggers when a record is updated in the selected account.

Note: You must have admin rights on the Quick Base app for this trigger to operate.

Trigger Record Deleted

Triggers when a record is deleted in the selected account.

Note: You must have admin rights on the Quick Base app for this trigger to operate.

Action Create Record Creates a new record.
Action Update Record Updates an existing record.
Action Delete Record Deletes a record.
Query Search Records Searches all records in the selected account and returns a list of results.
Action Fetch a Linked Record Fetches a linked record.
Action Look Up Record Searches for a single record.
Bulk Record Sets
Action Prepare Bulk Record Upsert Prepares a records for bulk upsert to a specific account and table.
Action Add a Bulk Upsert Row Adds or updates rows in a target bulk record set.
Action Commit Upsert Commits a batched upsert into a Quick Base table.
Action Import with CSV Imports data into the specified table with the given CSV resource.