Create pipelines to do more with data in Quickbase. You can do things like connect to other pipelines, cloud-based software, or connect data between third-party tools.
On the My pipelines page, you have the option to:
Create a pipeline with AI
Start from a template
Do it yourself
Pipelines are made up of:
Pipeline—the overall workflow that is defined and automated by builders
Channel—service or platform, such as Quickbase or an email app
Step—an event in a channel or task that a channel can perform
Pipelines run in different ways:
Triggered—started by a specific event in real-time
Scheduled—runs on a set schedule
Manual—runs when someone clicks the Run button
We recommend designing before you start building. Usually, because you have a workflow you're automating, this doesn't take too long.
Learn more about planning your pipeline.
Open pipelines
Note
Not everyone has access to pipelines. Account admins manage who can create pipelines. Learn more about managing who can build pipelines.
To start creating your pipeline:
Open the global navigation menu.
Go to pipelines.
On the My pipelines page, you have the option to:
Generate a pipeline with AI
Describe a workflow to automate, and then click send. This generates a pipeline and opens the designer.Start from a template
Select a template that matches your goal. This opens the designer with pipeline steps already added and ready for you to configure.Import a pipeline
Enter the YAML of an existing pipeline to import it.Start from scratch
Add your own steps to a blank canvas.
To start from scratch:
Select Create pipeline.
This creates a new pipeline and opens the Pipelines Designer.Select the Add step button to start defining what your pipeline does.
Steps, in a pipeline, are like actions. Learn more about pipeline basics.