Pipelines - Capture Box URLs

Author: Bree Mackey
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Are you facing a situation where storing documents in Quick Base is not an option for you? Many of our clients may face internal regulations and need to find a way to comply with those while providing a seamless experience. In this demo you'll discover a way to create new folders in your Box account for each Client record created in Quick Base. Then, when new files are added to that Client's folder in Box, we'll create a File record in Quick Base which captures the direct URL to the document. Using native Pipelines object linking, we'll relate the new File record to its parent Client record.


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20 Installs