Automated Workflow

Quickbase helps businesses drive efficiency by automating routine, mundane tasks. When done manually, these tasks can be time-consuming and error-prone. It’s also easy for key exceptions in your business process to be missed.

Pipelines

Pipelines (our flagship workflow capability) combines integration and automation into a single, easy-to-use workflow designer. Users of any technical skill level can use it to automate routine tasks and connect data across systems.

Visual Designer

With Quickbase, you can visually design your workflows for faster and more accurate deployment. Our flexible Pipelines Designer lets you:

Insert a step into the middle of a workflow

Replace the trigger

Re-order steps

Zoom in to see your workflow’s details

Zoom out to see the holistic picture of the flow

Set custom names and notes for steps

Drag-and-drop automation

Pipelines comes with many useful drag-and-drop Quickbase operations built in:

Workflow triggers for record create, update, and delete

Record lookup actions

Data actions for adding, updating, deleting, or copying records

Bulk record operations

Record actions for importing to and from CSV files

Action for uploading a file attachment to a record

API automation

Pipelines also supports all the endpoints from our powerful RESTful and XML APIs, allowing you to:

Get details about application schema (like app settings, tables, relationships, and fields)

Manage your users and groups at both the application and account level

Get usage information about your Quickbase account from Audit Logs and Platform Analytics

Conduct Application Lifecycle Management through Solutions (groups of related Quickbase applications and pipelines)

Button formulas

Create a button formula when building out workflows that include manual steps. This makes it easy for workers to trigger a flow based on their own judgement.

You can also add conditional logic, so the button only appears when appropriate. Application builders can even display a message when the button is disabled, explaining why the button is not available.

Workflows built using a button formula can also give users a data entry form at the end of the flow—giving your workflows even more flexibility.

Smart Builder

Use our Smart Builder (now available in beta) to generate workflows using AI. These flows can include task automation and data integrations. The process is simple:

Describe the steps in your process as though you’re explaining them to a human.
We create a basic pipeline structure for you.
Review the output and make any adjustments needed before activating the pipeline.