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does quickbase got workflow designer for creating workflow?

  • 1.  does quickbase got workflow designer for creating workflow?

    Posted 04-03-2019 07:07
    is there a workflow designer and if present how easy to build a workflow in QB? also can we do integration with other systems?


  • 2.  RE: does quickbase got workflow designer for creating workflow?

    Posted 04-03-2019 14:52
    I'm not aware of a workflow designer in Quickbase.

    Regarding integration, there are several options.  There are built in integrations to several tools (Quickbooks Online, NetSuite,Salesforce etc) in the Quickbase Sync (which you can access when adding a new table by selecting 'using connection data'), you can use a third party tool to integrate such as Workato, or you can integrate using Quickbase's API if you're comfortable coding.

    Jake Rattner | Solutions Architect
    (847) 927-1427 | jrattner@quandarycg.com
    Quandary Knowledge Base