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Quickbase

Quickbase Integration

Automate the creation of records in Quickbase, and use your data to generate custom documents.

Integration Overview

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Integration Overview

Managing your business from Quickbase can keep you organized and streamline your day-to-day operations. But as with any system, there is often a massive amount of data that needs to be collected and uploaded into your database. The Quickbase integration with Formstack Forms makes data collection and input fast and easy. Use no-code forms to collect data from anyone, create records in Quickbase, and save hours of manual data entry.

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Partner Overview

Quickbase is an application development platform that unites business and IT teams by enabling problem solvers of any technical background to work together to safely, securely, and sustainably create an ecosystem of applications. Quickbase helps businesses accelerate the continuous innovation of unique processes by enabling citizen development at scale across one common platform.

Use the integration to:

  • Collect form data from anyone and send form submissions to mapped fields in your Quickbase account.
  • Instantly create new records. You’ll never need to waste time on manual data entry again.
  • Use the form and survey data you collect to respond to opportunities faster and pull out useful insights on your customers.

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What You Need

  1. Formstack Forms account
  2. Quickbase Pipelines account

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How It Works

  1. Build your Formstack form and create a new Pipeline in your Quickbase account.
  2. Select the form you’d like to use, choose Quickbase, and decide what action will trigger upon submission.
  3. Once the Pipeline and triggers are set up, you can use form data to create records in your Quickbase account.

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Integration Overview

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Integration Overview

Is your team spending too much time on document preparation? With the Quickbase integration for Formstack Documents, you can remove repetitive tasks from your document workflows. Set up templates for all your documents and easily populate those templates with data from Quickbase. You can create Word documents, PDFs, PowerPoints, Excel files, and more. No manual uploads needed.

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Partner Overview

Quickbase is an application development platform that unites business and IT teams by enabling problem solvers of any technical background to work together to safely, securely, and sustainably create an ecosystem of applications. Quickbase helps businesses accelerate the continuous innovation of unique processes by enabling citizen development at scale across one common platform.

Use the integration to:

  • Instantly pull information from data in Quickbase based on the triggers you choose.
  • Automatically create personalized business documents and eliminate time-consuming data entry.
  • Quickly share documents with clients or your team using seamless document delivery options.

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What You Need

  • Formstack Documents account
  • Quickbase Pipelines account

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How It Works

  1. Upload and/or build your document template in Formstack Documents, and set up your delivery.
  2. Create a Formstack Documents and Quickbase Pipeline, customize your trigger settings, and authenticate your accounts.
  3. Map your document merge fields to the appropriate fields within Quickbase and save your settings. You can now generate documents with information from Quickbase!

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To learn more about creating Quickbase automation workflows with Documents, check out this help article.

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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

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