About Quickbase actions

If you're an app admin, you can use Quickbase actions to automatically add records or edit related records in a Quickbase 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 Quickbase 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 Quickbase to automatically edit related records by setting the priority of related Tasks to High as well.

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

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

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

Webhooks can call any Quickbase 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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