Where do you start?!? Have no fear, the Quick Base 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 Quick Base team. The Pipelines Demo alone covers FIVE different Pipelines/use-cases!
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
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.
Quick Base University
If you haven’t checked in on Quick Base University in a bit, there’re lots of new things to learn, not to mention a shiny new Pipelines course.
Quick Base Blog
Since you’re already here, you obviously know about the Quick Base Blog. 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
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 Quick Base 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
Quick Base Help
The Quick Base team is working on updating the online help you know and love. Check out the Pipelines section!