About Quick Base actions

If you're an app admin, you can use Quick Base actions to automatically add records or edit related records in a Quick Base table when data is added, modified, or deleted. No coding required – just choose when, what, and where from options in a dropdown list.

For example, you might want to create a Quick Base action that automatically adds a record to the Customers table when the status of an Opportunity changes from Open to Won. Or if you are tracking Projects and Tasks, and the priority of a Project changes to High, you might want Quick Base to automatically edit related records by setting the priority of related Tasks to High as well.

You can do this using pre-defined Quick Base actions. Learn how.

So, what’s the difference between Quick Base actions and webhooks?

Quick Base actions are pre-configured actions that either add a record or edit a related record. They are triggered when data changes in a Quick Base app and perform an action in another Quick Base table in your realm.

Webhooks can call any Quick Base API or third-party API. You might create a webhook to kick off a Workato workflow or create a Slack notification. To configure a webhook, you need some knowledge of API calls.

About webhooks and actions in an app using a sandbox

When you use a sandbox with an app, changes to webhooks and actions are not supported; they won’t be tracked as changes in a sandbox and can’t be published as changes to the live app.

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