Customers Improve Operations with QuickBase Webhooks

Customers Improve Operations with QuickBase Webhooks

NCustomers Improve Operations with QuickBase Webhooks

Are you looking to connect QuickBase with other systems and automate existing and new processes?

With QuickBase Webhooks you can create custom business logic and automate workflows across systems to save time and improve operational efficiency.

What is QuickBase Webhooks?

Quickbase Webhooks is a native integration and automation capability that enables QuickBase to notify, in real time, a QuickBase app, a cloud application or web-enabled on-premise system about changes in QuickBase data.

How does Webhooks work?

While Webhooks is designed to be set up by advanced QuickBase builders, its configuration is pretty straight-forward. As soon as a record is added, modified or deleted in a QuickBase app, Webhooks notifies cloud applications like Salesforce and other QuickBase applications which take an action in response. QuickBase can also notify cloud-based integration services like Workato or Zapier which enable more complex workflows and multiple actions. In addition, Webhooks can notify on-premise systems like SAP that have made themselves available over the internet.

How does QuickBase Webhooks work?

What problems can I solve with Webhooks?

As you see, Webhooks is a powerful feature that helps you connect QuickBase to multiple systems and automate a wide range of processes. Can you give me an example, you ask. It’s always helpful see how others have applied new features into practice. Here are a few customer examples to spur your imagination.

Scenario 1: Automated Emergency Request Service

Problem: A home maintenance company enables customers to submit service requests into QuickBase. The company needs to alert the right team members instantly in the case of emergency.

Solution: When a service request is marked as an emergency, Webhooks instantly notifies Slack (a messaging app), which posts the request and customer information to the response team’s Slack channel. A technician picks up the request immediately. As a result, the company accelerates resolution time and improves customer satisfaction.

QuickBase Webhooks service request notification

Scenario 2: Automated Billing Process

Problem: A security audit firm needs to improve its time-consuming, manual billing process.

Solution: When a new record is created in the invoice delivery table in QuickBase, Webhooks sends a message to Workato (a partner-provided integration service) which carries out two actions. It sends the invoice to the customer and marks it as delivered in QuickBase. The result is an automated process that saves times and shortens the billing cycle.

Automated Billing Process

Scenario 3: Automated Project Initiation

Problem: A professional services company manages projects and proposals in two separate QuickBase applications. Manual project creation involves duplicate data entry which is time-consuming and error-prone.

Solution: With each approved proposal, Webhooks allows a new project to be created and automatically populated with the necessary proposal data. By eliminating this manual process, the company saves time and reduces error, therefore accelerating project completion and improving customer satisfaction.

Managing projects and proposals in QuickBase

Scenario 4: Automated Shipping Process

Problem: A payment processing solutions company needs to improve its inefficient order management processes. Manually generating shipping labels and tracking in excel spreadsheets is fallible and time-consuming.

Solution: In a simple one-click process, Webhooks sends a message to Zapier which notifies Fedex to create a shipping label, then updates the original record in QuickBase. Automating daily processes eliminates manual error, saves time and money and improves overall customer satisfaction for an innovative payment processing provider. Read full case study.

Automated Shipping Process with QuickBase

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