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

Workato의 놀라운 기능

필요한 만큼 지능형 자동화를 손쉽게 설정하세요.
  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요

시장을 선도하는 기업들이 Workato를 사용합니다

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관련 솔루션 및 콘텐츠

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.

Quickbase 통합 방법

  • 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
  • Blog Article

    How Quick Base Increases Efficiency During Rapid Growth with Workato

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Integrations

    Quickbase & Netsuite Integrations

    Quickbase & Netsuite Integrations
  • Blog Article

    How Enterprise Automation Fits Into Your Low-Code Strategy

    How to Implement Sales Automation in 2021
  • Blog Article

    What is data integration? And how can you implement it?

    3 tips that can help any product manager handle their time more effectively

Let’s start automating

Schedule a Demo