Data Integration

Quickbase helps you build solutions that connect data across teams and disconnected systems. Gain comprehensive visibility and make informed decisions based on real-time insights.

Connect Quickbase to nearly any system using:

• Pre-built cloud integrations

• API integrations

• Integrations with on-premises software

Easily build and maintain your integrated workflows using our drag-and-drop Pipelines Designer.

Pre-built integrations

We provide over 40 no-code connectors so you can integrate Quickbase with other systems across your tech stack, like:

• Salesforce

• Communication tools like Outlook, Slack, and MS Teams

• Document solutions like Amazon S3, Docusign, and Sharepoint

• Project management solutions like: Asana and Trello

• Construction management software like: Procore, and Autodesk

Easily add these integrations to workflows using our drag-and-drop Pipelines Designer.

These pre-built integrations are available using two Quickbase capabilities: Pipelines and Connected Tables.

Pipelines

Pipelines (our flagship workflow capability) combines integration and automation into a single, easy-to-use workflow designer. Users of any level of technical skill can use it to:

• Automate routine tasks

• Connect data across systems
  

Connected Tables

Connected Tables allow you to mirror a dataset in Quickbase, creating a read-only copy that can be referenced and extended as needed. This is a very easy way to pull data into Quickbase from:

• A cloud service like Salesforce, Gmail, or Exchange

• A CSV file stored in Box, Dropbox, Google Drive, or your own SFTP folder

• Another Quickbase app, supporting central data management strategies

• Account usage and administrative data from your Quickbase Admin Console

API integrations

Need to integrate with a system we haven’t built a connector for yet? You can also integrate with systems using Webhooks. We provide data parsing through our JSON and CSV handlers.

For more complex workflow needs, leverage Pipelines with the Quickbase RESTful and XML APIs. We have a Quickbase API connector built into our Pipelines Designer to make authentication simpler.

On-premises integrations

Quickbase’s integration capability isn’t limited to cloud systems. We also offer on-premises connectivity.

This lets you integrate with local databases that sit behind your corporate firewall, like SQL Server, and Jira On-Prem. ODBC is available as an option to establish the connection.

Integrations for manual workflows

Data integrations are typically thought of as workflows that query, move, or modify data between systems. However, it’s often useful to create manual or loosely-coupled integrations.

This is helpful when you want to streamline work across systems without having to move the data itself. For example:

• Use button formulas for real-time data: If you have a FedEx order number in a Quickbase record, you can use a button formula in Quickbase to dynamically construct the proper URL for the FedEx website. This gives you real-time data on the status of a delivery. You could do the same by passing a ZIP code to a weather service or a currency ID (like USD) to an exchange-rate service. There’s no need to re-build these data systems in Quickbase.

• Link to resources in external file management systems: You don't need to store large file attachments in Quickbase. Just provide a link to a file's storage solution (like Box or S3) for easy access.

• Collaborate in real-time: Quickbase is a great solution for managing projects. Some teams may still prefer to collaborate in systems like Sharepoint, however. You can get the best of both worlds by putting the URLs for Sharepoint docs in Quickbase.

Smart Builder

Use our AI-powered Smart Builder (now available in beta) to generate integrated workflows using our pre-built connectors. The process is simple:

1. Describe the steps in your process as if you’re explaining them to a human.
2. We create a basic pipeline structure for you.

Review the output and make any adjustments before activating the pipeline.