Text My Quickbase setup

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Text My Quickbase is a powerful tool to be used with Quickbase, but it does take some set up. Text My Quickbase can be set up to both send texts outbound and receive texts inbound.

Follow these steps to set it up in your app.

Outbound text messaging setup

Standard outbound setup:

The outbound configuration sends a text out from your EsendEx number using data from your Quickbase app.

  1. Determine where you want the text messages to be sent from.

  2. Go into the Quickbase Extensions portal and utilize the Text My QB setup wizard. You authorize the app for Text My Quickbase using a user token with access to that app.

    • You then use the Text My QB Configuration app to map the fields you'll create in step 6.

  3. Go to the Text My Quickbase Configuration App, and fill in the App ID on the Client Info tab in the configuration we give you.

  4. Then set up the Processing Details tab. Make sure the Text Type is Outbound. 

  5. Fill in the EsendEx tab with your License Key and EsendEx Phone Number. If you don't have these, submit a technical support case to get them.  

  6. In your app, if you don't already have fields for them, add the Phone Number, Status, Date Sent, Unique Message ID, and Text Message fields to the table you want to send texts from.  

  7. In the Outbound Configuration, add the field ids of those fields in the Outbound tab. Also, add the dbid of the table that has those fields.  

  8. Follow the Email Notification creation guide to create the Email Notification in your app so you can send the text exactly when you want.

Add an activity table to your app

This creates a log of each text that is sent from your configuration. This table can also be used for an inbound configuration.

  1. Create a new table in your app called Text Activities to store each message that is sent.

  2. Add the following fields to this table:  

  3. Also, create a relationship between this table and the master table where the texts are being sent from.

  4. Add the field IDs of those new fields to the outbound configuration in the Activity Log Details tab as well as the new table's dbid.
    Make sure Add Local Activity Log is checked to have these records added to the table.  

For more information on what the other fields in your configuration can do, see the Configuration App page.

Inbound setup

The inbound configuration adds a record to your app when your EsendEx number receives a text.

  1. Submit a technical support case and ask us to give you an inbound configuration record for Text My Quickbase.

  2. In the inbound configuration, fill in the Client Info tab with the app id.  

  3. In the Processing Details, set the Text Type to Inbound.  

  4. Fill in the EsendEx tab with the phone number your users text. Also, fill in the License Key for that number.  

  5. In the Inbound Settings section of the inbound configuration, make sure Insert into Messages Received is checked.  

  6. You should also create a formula text field in your activity table called Inbound/Outbound that determines if the record in the activity table is a sent or received record.
    The recommended formula for this field is:
    If([TO:Phone Number] = "(555)555-0111", "Inbound", "Outbound")
    Just replace (555)555-0111 with your EsendEx number, and [TO:Phone Number] with the field name that stores the recipient's number.

  7. Create a pipeline using the YAML provided. See Pipeline to relate records for how to make the received messages relate to a master record.

For more information on what the other fields in your configuration can do, see the Configuration App page.