About the Quickbase channel

Quickbase provides a low-code application development platform that helps businesses improve the processes that make them unique, across a variety of industries.

Please note that terms used in the Quickbase channel are Quickbase 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 Quickbase in the list of channels on the right side of the page and click Connect to Quickbase
  4. Enter your subdomain and user token. When finished, click Connect to Quickbase.

How to reconnect the Quickbase 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 Quickbase in it.
  2. Open a step containing Quickbase.
  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 Quickbase fall into a three categories: Records, Attachments, and Bulk Record Sets

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 Quickbase app for this trigger to operate.

Trigger Record Updated

Triggers when a record is updated in the selected account. The default is "modify" for "on any event."

You can access a previous record value by dragging-and-dropping the field value you want to access. For example, If you have something like this:{{a.status}} - it will return the new value. When using Jinja, you should add $prev and it will be fetched with the old (changed) data. For example: {{a.$prev.status}}.This is relevant when you have 'on modify', in case of "on add", this will be null. It is advisable to use very specific filters and queries.

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

Trigger On New Event

Triggers on any new event on specified table in the selected account. You can select which type of event this step should trigger (on add, update, delete) and you can select one or all of these events. You can access a previous record value by dragging-and-dropping the field value you want to access. For example, If you have something like this:{{a.status}} - it will return the new value. When using Jinja, you should add $prev and it will be fetched with the old (changed) data. For example: {{a.$prev.status}}. This is relevant when you have 'on modify', in case of "on add", this will be null. It is advisable to use very specific filters and queries.

Note: You must have admin rights on the Quickbase 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.
Attachments
Action Upload a File

Uploads a file from a URL to a specific field in a record.

Note: Maximum of 100MB Fiule attachment can be uploaded.

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 Quickbase table.
Action Import with CSV Imports data into the specified table with the given CSV resource.

Advanced Query

You can filter criteria for your pipeline with query string comparison operators. Query string comparison operators must be in uppercase. You can create queries that find records where the matching value is a certain value that you specify. To create a query that finds a specific matching value, you enter the value in single quotes in the query string, except for placeholder names which use double quotes.

For example:

{'5'.CT.'Ragnar Lodbrok'}AND{'5'.CT.'Acquisitions'}

For more information about operators see Query string comparison operators.