Quick Base integrations and automations
Why you should automate with Quick Base
Sync order information
Why these integrations and automations matter:
Share invoice and inventory dataPrevent 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 salesManaging 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 insightsIntegrate 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.
When this happens…
- New recordNew record in Quick Base
- New record Real-timeNew record in Quick Base
- Scheduled record search using queryScheduled record search using query in Quickbase
- New/updated recordNew/updated record in Quick Base
- New/updated record Real-timeNew/updated record in Quick Base
Any other trigger you can think up
- Custom actionCustom action in Quick Base (Custom)
- Create recordCreate record in Quick Base
- Create and update records in bulk from CSV file BatchCreate and update records in bulk from CSV file into Quick Base
- Delete recordDelete record from Quick Base
- Download attachmentDownload attachment from Quick Base
- Update recordUpdate record in Quick Base
- Get records from report in Quick BaseGet records from report in Quick Base
- Delete records in a reportDelete records in a report in Quick Base
- Search recordsSearch 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
Related Solutions & Content
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