An automated workflow using zapier
Connects Quick Base
Send new QuickBase rows to different tables
About this workflow template
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Quick Base can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Quick Base
New Record in Quick Base
Triggers when a new record is created.
Then this action happens in Quick Base
Create Record in Quick Base
Creates a new record in a Quick Base table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new QuickBase rows to different tables.
Part I
Configure Applications
First, we need to connect Quick Base to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Quick Base to Zapier.
Give Zapier access to your Quick Base account, using Quick Base credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Quick Base
Choose the following trigger: New Record (Triggers when a new record is created.).
Then set up an Action for Quick Base
Choose this action: Create Record (Creates a new record in a Quick Base table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Quick Base.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new QuickBase rows to different tables!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created.
triggerbyzapierautomateiopipedreamFind application
Find your Quick Base application.
triggerbyzapierFind field
Find a field in a table.
triggerbyzapierFind record
An internal Zap Trigger for controlling Record ID# dynamic dropdowns.
triggerbyzapierFind table
Find a table in a Quick Base application.
triggerbyzapierNew record matching a search
Triggers when there is a new Record matching a search criteria.
triggerbyautomateio
Create record
Creates a new record in a Quick Base table.
actionbyzapierpipedreamUpdate record
Updates a record in a Quick Base table.
actionbyzapierpipedreamCreate / update records from array
Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values
actionbyzapierCreate a table
Creates a table in an application.
actionbyintegromatDelete record
Deletes a record in a Quick Base table.
actionbyzapierpipedreamFind & update or create record
Finds and Updates or Creates a record in a Quick Base table.
actionbyzapier
Apps you need
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