Ratings
4.9
Peer Insights™
100%
Customer Recommendation
Total
100+
active users
Avg
2 min
to connect
Custom connections
Available
via HTTP connector
Why you should automate with Quickbase
Sync order information
Why these integrations and automations matter:
Share invoice and inventory data
Prevent costly data entry errors by integrating Quickbase with an ERP like NetSuite or SAP ERP or accounting software like Sage Live or Quickbooks to automatically add and update invoice and inventory details from your Quickbase apps.Manage sales
Managing sales intel from multiple reps and channels can turn into an inefficient spreadsheet shuffle with low data return. Integrate a sales management app like Marketo or Salesforce with your home-grown Quickbase CRM app to sync orders.Get sales insights
Integrate Quickbase with a CPQ like Conga or Salesforce CPQ to generate a sales dashboard of CPQ data in Quickbase. Identify top performing sales reps, get visibility into rep-specific pipelines, and see order status by product line.
Do everything in one place
Triggers
When this happens…
Quickbase
- New recordNew record in Quickbase
- New record Real-timeNew record in Quickbase
- Scheduled record search using query BatchScheduled record search using query in Quickbase
- New/updated recordNew/updated record in Quickbase
- New/updated record Real-timeNew/updated record in Quickbase
Any other trigger you can think up
Actions
Do this…
Quickbase
- Custom actionCustom action in Quickbase (Custom)
- Create recordCreate record in Quickbase
- Create and update records in bulk from CSV file BatchCreate and update records in bulk from CSV file into Quickbase
- Delete recordDelete record from Quickbase
- Download attachmentDownload attachment from Quickbase
- Update recordUpdate record in Quickbase
- Get records from report in Quickbase BatchGet records from report in Quickbase
- Delete records in a report BatchDelete records in a report in Quickbase
- Search records BatchSearch for records in Quickbase
Any other action you can think up
Let us tailor your Quickbase integrations
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Related Solutions & Content
About Quickbase Integrations
Quickbase is a no-code enterprise platform that allows your employees, teams, and managers to create customized apps for their workflows. It lets your business extend and connect data, processes, and workflows to power workflows across complex processes and systems.
How you can integrate Quickbase
- Upgrade your business processes organically and with ease
- Elevate your company’s digital transformation with agile workflows that scale
- Extend your capabilities with smarter systems tailored to your objectives
