Recent Discussions
April 2026 Pipelines Qrew Meetup Recap
Hi Pipelines Qrew! Thank you all who were able to join the Pipelines Qrew meetup On Wednesday. Wes McAda shared three use cases for using Pipelines and Jinja for Project Expense Summaries. Those three include: Using Jinja + namespace to pull unique Project IDs from an expenses table and upsert parent Project records Using a callable low-code pipeline to find expenses missing a related summary, create or find the matching Project Type Summary, and relate sibling expense records Using Jinja + regex + namespace to calculate scalar dollar values, handle null expense types, and distribute records into separate Food, Lodging, and Unallocated tables Qrew tips from the meeting: Wes McAda’s Qrew tip: Think about data volume, reporting needs, and performance when deciding between relational summaries and scalar values. The best approach really depends on the use case. Jim Harrison’s Qrew tip/example: Jim brought up another potential use case to replace “search” with buckets as they can be a very efficient way to pivot and transform data in a pipeline and shared an example to the Qrew to review. Missed the meeting? Here’s the recording. Want the YAML? Reach out to me via email [email protected] for copies of it. As a reminder, we will not be hosting any virtual Qrew groups in May. Instead, we will meet up in Houston on May 18 th at 7pm on the 6 th floor of the Marriott Marquis for a special Qrew Meetup the day before Empower 2026. Hope to see you there!March 2026 Pipelines Qrew Meetup Recap: Breakout Sessions
Hi Pipelines Qrew! Thank you all who were able to join our recent Pipelines Qrew Meetup Breakout sessions in March. We were excited to try a new format, with three rounds of breakout room presentations that gave attendees the chance to rotate through topics and pick up practical tips for building smarter automations with Quickbase Pipelines. Here’s a recap of each of the breakout rooms: Daniel Callahan presented Pipelines Essentials: defaults, data types, and date-time formatting. He walked through key best practices for building reliable pipelines, including how to handle blank or missing values, avoid common type mismatch issues, and format dates and times correctly in Quickbase. Kokila Vijayasree shared Unified audit logging with scheduled and manual pipeline triggers. Her session showed how teams can simplify audit logging across multiple fields with a single pipeline, while also supporting both scheduled and on-demand runs in a more scalable and manageable way. Andrew Carbejal-Everts presented AI Pipelines for invoice processing into line items. He demonstrated how Quickbase AI and Pipelines can help extract invoice data and turn it into structured line items, helping reduce manual work and streamline business processes. Missed the meeting? Here’s the recording of all three sessions in one video Pipelines essentials: defaults, data types, and date-time formatting: 0:05 Unified audit logging with scheduled and manual pipeline triggers: 16:52 AI Pipelines for invoice processing into line items: 34:53 We heard great feedback on the rotating breakout room format, and we were glad attendees had the opportunity to explore multiple topics and see a variety of practical Quickbase use cases in action. We also got new ideas to consider and will bring back breakout session in June. Stay tuned for more details! Thank you again to Daniel, Kokila, and Andrew for sharing their expertise, and to everyone who joined us for the session.
Getting invoice data from Quickbooks
I want to get invoice data from Quickbooks and put the invoices and associated line items into a Quickbase tables called 'Invoices' and its child table called 'Line Items'. I can get the invoices using the Quickbooks channel Search Invoices step, and the 'Lines' list field is shown as one of the fields of the Search Record from that step. See attached screenshot. I can loop through the Invoices to populate the 'Invoices' table but there seems to be no way to iterate through the 'Lines' list of each Invoice to populate the child table. Customer support tried but their suggestions didn't work. The only example I found is to go the other way: creating a Quickbooks invoice from the above mentioned Quickbase tables.November 2025 Pipelines Qrew Meetup Recap
Hi Qrew, Thanks to everyone who joined Wednesday’s Pipelines meetup. Here’s what we discussed: Dwight Munson (Sigma Technologies LTD.) walked us through two Pipeline patterns—audit logs and post-backs—that keep tracking simple and improve visibility across the org. Audit logs pipeline: Dwight replaced noisy webhooks with one metadata-driven pipeline that logs only what changed. It loops the changed fields and writes compact rows—field label/ID, old → new, modified by. He uses single vs. bulk triggers to stay efficient during mass edits. Post-backs pipeline: For Field Verification Requests (FVRs), Dwight stamps each record with the app ID, table ID, record ID, and target field IDs, then uses a single generic pipeline to aggregate locations and post totals/status back to the originating work request across multiple apps—no per-app pipelines. Qrew tips from Dwight: Always stamp origin IDs so one pipeline can post anywhere. Keep post-back targets scalar so humans can fix edge cases. Skip logging fields that only create noise—you don’t need them. Missed the meeting? Here’s the recording. Our next meetup is Tuesday, Dec 9 th at 12pm EDT — App Builders Qrew with Lee Gilmore (Primary Key Consulting) and Qrew Legend Mark Shnier on change management and app adoption with real-world examples. Thank you and have a great afternoon! Best regards,March 2025 Pipelines Qrew Meet Up Recap & What to look forward to in April
Hello Pipelines Qrew, Thank you to all who were able to attend the Pipelines Qrew Meet Up on Wednesday. Here’s what we discussed: James Malone and Matthew Tillinghast from Juiced Technologies shared a pipeline solution that entailed creating a master app that consolidates all the timecard records, allowing for better data management and reporting for their customer. James went through details of the pipeline process, including handling record creation, updates, and deletions. He discussed the challenges they faced, such as dealing with unique field constraints, mapping field names across different applications, as well a certain error message. James used placeholder parameters in the pipeline call definitions to easily accommodate new data requirements from different source apps and found callable pipelines to be very helpful in making this solution scalable across the 25 source apps. We had lots of comments and great questions that were addressed in the meeting. Missed the meeting? Here’s the link to the recording. Our next Pipelines Qrew Meet Up will be on Wednesday April 16 th at 12pm EST. The agenda is nearly finalized. I’m hoping the Pipelines product team will be available to answer questions about new features that will officially go live at Empower and include a customer use case from our friends from Accenture. Thank you and have a great weekend! Best regards,November Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you all who were able to attend Wednesday’s Pipeline Qrew Meet Up. Here’s a recap of what happened: 1) Brittany Scheid from Simitree Healthcare Consulting shared her Pipelines Use case on how she uses Pipelines to automate the workflow of onboarding and provisioning employees/contractors. She went into detail and shared tips on how her workflow was planned and proceeded to break it down how she set up her Pipeline which included testable steps along the way. 2) To see more of Brittany’s workflow as well as tips she shared, I have attached a PDF of her presentation along with the chat file from the meeting. 3) During the call there were a lot of great resources shared that helped Brittany with creating and managing her Pipeline. Quickbase API GUIDE Jinja Ninja with Ryan Pflederer Become a Jinja Ninja E-Course in Quickbase University User Status Overview Gmail + feature to test multiple users A special thank you to all who shared resources above and tips in the chat! 4) Missed the call or want to relisten to the recording? Click the link below. No password required! https://quickbase.zoom.us/rec/share/VWzTQ-DdJTrREIaBqbTsNM562P9Xu3BkFzX3ll_wPRL9cI94zrSqSo3LY8WdF2MR.tF806pvVBgm3zn4Q?startTime=1731516805000 Our next Pipelines Qrew Meet up is on Wednesday December 18 th ! Tammie King has volunteered to share her use case our last Qrew Meet Up of the year, so I’ll update everyone as soon as we finalize the agenda. Invites will be shared from Zoom soon. Thank you all for a great meet up!September 2025 Qrew Meetup Recap
Thank you to everyone who joined yesterday’s Pipelines Qrew meetup. Here’s what we discussed: Rob Mersereau, Sr. Implementation Consultant, shared an encore of his Empower 2025 talk using a Mardi Gras example to show how to integrate Quickbase with Google Calendar through Pipelines. He noted that this use case can be applied to Outlook and SharePoint. Key highlights and tips: Link to app for following along Connect & Import: Rob demonstrated linking multiple Google accounts to Pipelines to pull Mardi Gras parade events into Quickbase—one record per event. Qrew Tip: Name Quickbase fields clearly with “gcal_” prefixes so AI auto-mapping works smoothly. Push to Calendar: He showed sending Quickbase parade plans to Google Calendar, writing back event IDs and clickable links for seamless updates. Qrew Tip: Always double-check your pipeline is turned on—this is the top cause of sync issues. Keep Data Fresh: Rob recommends using Bulk Record Upsert in Quickbase to quickly update or add records and track changes. Qrew Tip: Use Google event IDs as merge fields to prevent duplicates and enable reliable two-way sync. Build Gradually: Start with simple one-way flows, then add Teams alerts, Maps API calls, or multi-way sync as your workflow grows. Missed the meetup? Here’s the recording Attached is the participant guide to follow Rob’s examples. October is EmpowerPro month! Be sure to register for EmpowerPro October 7-8. Afterward, the Qrew will host a 3-part series, EmpowerPro Product Talks, on October 22, 23, and 28. More details coming soon!Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!May 2025 Pipelines Qrew Meet Up Recap
Hi Pipelines Qrew! Thank you to all who were able to attend the 1pm EST session of the Pipelines Qrew yesterday. Here’s what we discussed: API Fundamentals & Postman Testing Mike Frischmann walked through how to set up and test APIs in Quickbase using Postman, focusing on foundational concepts for new and intermediate users. He explained how to authenticate using API keys, review API documentation, and test both GET (listing templates) and POST (creating PDFs) requests with the Craft My PDF API. Mike emphasized using Postman to troubleshoot and validate API calls before moving them into Quickbase Pipelines. This was an eye-opener for many! Automating PDF Ticket Generation & Upload Mike demonstrated how to automate the creation and upload of PDF tickets for Quickbase records. He showed how to trigger a pipeline when a record is updated, pass Quickbase data into the Craft My PDF API, and automatically upload the resulting PDF back into the correct Quickbase record. The demo included mapping dynamic fields from Quickbase, building the JSON payload, and handling the API response to store the PDF. Translating Postman Workflows into Pipelines After validating API calls in Postman, Mike showed how to replicate the workflow in Quickbase Pipelines. He covered setting up triggers, using the JSON handler, mapping variables, and configuring the “iterate over JSON records” step to process multiple responses. Many folks commented how they appreciated Mike’s way of walking through each step, not getting deterred when things didn’t work, and working through the solution by using Postman and Quickbase to figure out errors, and rerunning Pipelines until it worked in his live demo. It was well-paced and easy to follow. These are some great best practices for making the process repeatable and scalable for various API use cases. Missed the meeting? Here’s the recording! I highly recommend giving it a listen-through and trying out the resources he recommended. Mike uses most of the hour, but it’s filled with valuable information and step-by-step guidance along the way. Pipelines Raffle Entry: We have a raffle drawing for those who listen to the recording or attended the meeting. You can enter by logging into the Qrew Discussion site and share what you learned from Mike’s session, share an additional useful tip, or ask a question about what you watched to the group. Winners will be selected at the next Pipelines meeting! Open until May 28 th so get your entries in! Agenda for next Pipelines Qrew Meet Up Wednesday June 25 th at 12pm: We are back to our regularly schedule meet up time next month and Wes McAda from Versar Inc. will be doing an Empower encore presentation with a new Pipelines twist for his EOTI app. I already have a fun raffle idea that I’m looking forward to deploying alongside Wes’s presentation. Check out the events page for more details and to register or login. If you use a calendar, please be sure to update it based on what we’ve posted on the events page. We’re cooking up four meet ups for June 2025 including two that are special that I’m excited to tell you more about very soon! Thank you and have a good evening.
