Quickbase 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Quickbase

Sync order information

Sync order information
Sync accounts
Automate alerts
Manage data

Why these integrations and automations matter:

When an order is placed by a customer in a Quickbase app, you can integrate the app with your CRM, ERP, and/or CPQ to instantly add and update order information across your systems.
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 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

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

Let us tailor your Quickbase integrations

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Quickbase 통합 소개

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.