Why you should automate with Quick Base

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

Customize your Quick Base integration with the following triggers and actions.

Triggers

When this happens…

Quick Base

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

Any other trigger you can think up

Actions

Do this…

Quick Base

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

Any other action you can think up

Let us tailor your Quick Base integrations

The wonders of Workato

Easily set up as many intelligent automations you need.

1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato

About Quick Base 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 Quick Base

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