ContributionsMost RecentMost LikesSolutionsUpdate SendGrid contacts with QB data I currently use QB to store customer info. For example, John Doe is subscribed to A, Jane Smith is subscribed to B. We are looking to implement SendGrid to send marketing emails. For example: "check out our new subscription!" I'd like to update contact in SendGrid from QB. For example, send "check out our new subscription!" to all customers subscribed to A. Does anyone have experience with this? I can manually upload a csv from QB to SendGrid, but I'm looking to automate this process. I don't have much experience with APIs, but would be willing to give it a shot if someone has been successful with this specific integration. Thanks! ------------------------------ Andrew ------------------------------ Re: Sync QB 'contacts' table with Constant Contact/email tool contacts list?Hi Mark- Thanks for the speedy reply! I have all of the contact in QB. I'd prefer to use a service that will allow me to design and tweak the emails (which I assume would not be possible with a script build using solely QB). Any thoughts?Sync QB 'contacts' table with Constant Contact/email tool contacts list?We are a saas company, and in QB we have a 'contacts' table inclusive of all of our end users (basic contact info, in addition to subscription info). I'm looking for a tool that will allow us to trigger email campaigns to subsets of 'contacts'. The email tool's contact list and QB's 'contact' table should be synced (real time would be nice, but I'd be fined pushing a refresh from QB to email tool once per day). Does anyone have any success with this business case? Our marketing team uses Constant Contact. I like the design capabilities, but I can't find a way to integrate with QB. For example, there is a Zapier connector for adding/updating one contact at a time, but not in bulk. I'm a 'low code' user, so API/webhooks are a bit daunting but willing to give it a shot if anyone can give me a super basic overview. Thanks! Email delivery platform with QB integration (MailChimp?)I'm going to preface this by saying that I am a low code business user who wears many hats at our company. I have next-to-no knowledge about email marketing/communication, but here's my current challenge: We are a saas company that until recently managed all communications with subscribers manually via Outlook. Given our recent growth, we need to manage in a more programmatic way. There are two types of communication I need to tackle: (1) Marketing emails for prospective subscriber (2) Welcome email + updates for subscribers Currently, we maintain all of our CRM data in QB: Contacts belong to Companies who are subscribed to Products. Currently, if we need to send an email blast to all prospective clients for a particular product, we simply export a QB report and include everyone in bcc. This is very limiting: the emails aren't personalized, they often wind up in Junk mail, and email design is very basic. I really like the design capabilities of MailChimp, but I'm not sure how to connect our QB Contacts table to MailChimp's. I'm comfortable with Zapier, though for this use-case I would need to be careful with their "per automation pricing" (ie. it would be way more affordable to update MailChimp's contact lists once per day instead of every time a QB contact changes). I've looked into Juiced's Quickbase Courier, but it lacks the analytics I need (for now, I would just like to be able to track bounce rates). I'm sure this isn't a unique challenge, so I'm hoping someone has tackled before!Re: Allow role to add a new record but not modify/delete existing recordsThanks! I ended up using a form rule: when date created is on or before the current date then make read-only Company Name Is not ideal that users can still change customer names in grid edit, but it's a start.Re: Allow role to add a new record but not modify/delete existing recordsJust one field- so a user could add a record to the Customer table with Name field: ABC Inc.. However, that same user wouldn't be able to change the Name. Fields like Address, Phone, etc would ok to modify. We're using a report from this table to update a SQL database, and I need the Name field to remain consistent once created.Allow role to add a new record but not modify/delete existing recordsHow do I allow a role to add new records to a table, but restrict their ability to modify or delete existing records? Case: I want to 'lock-in' the Customer name, so that once it's created no-one can change it.Formula URL Line break /n not functional with Text - Multi-Line fieldHi- I'm attempting to use the following formula to prepopulate a new record form with a multi-line "Description" (where Description is FID 7). URLRoot() & "db/" & [_DBID_XXX] & "?a=API_GenAddRecordForm" &"&_fid_7=" & "Test description line 1"&"/n"&"Test description line 2" My goal is that the _fid_7 value in the new record for would read: Test description line 1 Test description line 2 Instead, it's populating as: Test description line 1/nTest description line 2 Am I missing a urlencode or something?Re: EditRecord URL button functional (errcode 0) but doesn't edit record (num_fields_changed 0)Thanks for the speedy reply, but unfortunately this formula did not resolve my issue. The field in question ("Status" fid 52) is Type: Text - Multiple Choice, do you think that could affect it? There are two choices for this field: Initiated, CompleteEditRecord URL button functional (errcode 0) but doesn't edit record (num_fields_changed 0)I'm attempting to build a button that changes the "Status" (ie. FID 52) of a record to "Complete" Here's my formula: URLRoot()& "db/"& Dbid()&"?a=API_EditRecord&rid="& [Record ID#]& "&apptoken=XXXX"& "&_fid_52=Complete" & "?a=dr&rid=" & [Record ID#] I receive the below xml: <qdbapi> <action>API_EditRecord</action> <errcode>0</errcode> <errtext>No error</errtext> <rid>243</rid> <num_fields_changed>0</num_fields_changed> <update_id>1540387215968</update_id> </qdbapi> The button is not updating the fid 52 value- any ideas?