So You Want to Learn Pipelines!
Where do you start? Have no fear, the Quickbase team is here for you. We’re working hard to get you the resources you need to get started with Pipelines. Read on for all the places you can currently find them!
The App Exchange
Our recommendation is that you utilize your Builder account for your Pipelines training. This way you’re learning in a controlled environment and not cluttering your company realm with training applications. If you don’t have one, what are you waiting for?? They’re free!!
You may not have noticed, but we’ve added a new category to the App Exchange. Can you guess what it is?? You’ve got it, it’s Pipelines. If you click on this category, you’ll find some sample applications from the Quickbase team. The Pipelines Demo alone covers FIVE different Pipelines/use-cases!- QSP Summit Demo 2021 - Replace TTI – Bree Mackey
- Facilities Sanitation Management – Bree Mackey
- Pipelines Demo – Bree Mackey
- Pipelines: Brady Oil Safety Compliance – Nathan Underwood
- Empower 2020 – Pipelines Copy Templates – Leanne Snoeck
- Pipelines – Create Unique Parents – Bree Mackey
- Pipelines – Jinja JSON Object Import – Bree Mackey
- Pipelines – SharePoint Lists – Bree Mackey
- Pipelines – Capture Box URLs – Bree Mackey
- Pipelines – Create X Children – Bree Mackey
Most of these apps include step-by-step instructions on how to build the Pipeline, as well as the YAML and instructions on how to import the YAML if you’re the type to dive right in.
Quickbase University
If you haven’t checked in on Quickbase University in a bit, we have lessons focused on getting you started in Pipelines and growing your skills in the Data Integrations course.
Quickbase Community Articles
Since you’re already here, you obviously know about Quickbase community articles. Our expert builders are loving the chance to get you more information about Pipelines, check out these posts!
- Pipelines and Object Linking
- Speed up your sales process using the Salesforce Pipelines channel
- How to use Pipelines to email a report at a specific time of day
- Importing Pipeline YAML
- How to Use the Bucket Channel to Schedule an Archive to Box
- Generate template records with Pipelines
- Build better trend reports with Pipelines
- Streamline your Procurement Process using the Formstack Channel
- Automatically book meetings to your Outlook calendar using Pipelines
- Quickbase, Pipelines, and Sharepoint Lists
- Transforming Data with the new API and Pipelines
- Send SMS Messages with Pipelines and Twilio
Empower Presentations
Empower 2020 was a new world for all of us. Our amazing events team was able to convert us to a virtual event that honestly, I thought was pretty amazing. Best of all, I think the session recordings were their best ever this year! Below you’ll find some quick hits, as well as regular sessions for all your Pipelines needs from the Quickbase YouTube Channel
- Basic Pipelines Navigation and Anatomy
- Authenticating Pipelines to Quick Base
- Building Your First Pipeline, Part 1
- Building Your First Pipeline, Part 2
- Integrating Your Ecosystem with Pipelines
- Creating a Distributed Ecosystem with Pipelines
- Pipelines: Admin Enablement
- Trending Quick Base Data with Pipelines and the RESTful API
- Export a CSV from Quick Base to Box
- Extend Quick Base Workflows to Your On-Premise Data
- Document Management with Pipelines
- Pipelines Built-In Channels
- Intro to Pipelines
- Integration Toolbox
Quickbase Help
The Quickbase team is working on updating the online help you know and love. Check out the Pipelines section!
