Quickbase and Salesforce CPQ integrations and automations

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Customize your Quickbase and Salesforce CPQ integration with the following triggers and actions.

Triggers

When this happens…

Quickbase

New record
New record in Quickbase
New record Real-time
New record in Quickbase
Scheduled record search using query Batch
Scheduled record search using query in Quickbase
New/updated record
New/updated record in Quickbase
New/updated record Real-time
New/updated record in Quickbase

Any other trigger you can think up

Salesforce CPQ

Object created
Object created in Salesforce CPQ
Daily object review
Daily Object review in Salesforce CPQ
Object created/updated
Object created/updated in Salesforce CPQ

Any other trigger you can think up

Actions

Do this…

Quickbase

Custom action
Custom action in Quickbase (Custom)
Create record
Create record in Quickbase
Create and update records in bulk from CSV file Batch
Create and update records in bulk from CSV file into Quickbase
Delete record
Delete record from Quickbase
Download attachment
Download attachment from Quickbase
Update record
Update record in Quickbase
Get records from report in Quickbase Batch
Get records from report in Quickbase
Delete records in a report Batch
Delete records in a report in Quickbase
Search records Batch
Search for records in Quickbase

Any other action you can think up

Salesforce CPQ

Custom action
Custom action in Salesforce CPQ (Custom)
Create object
Create object in Salesforce CPQ
Get related objects Batch
Get related object list in Salesforce CPQ
Search objects Batch
Search for objects in Salesforce CPQ
Update object
Update object in Salesforce CPQ

Any other action you can think up

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