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Introducing Pipelines - Webinar Q&A

  • 1.  Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 07:51
    Edited by Evan Martinez 02-07-2020 09:56
    Many organizations are finding that the need for innovative processes and automated work is continuously growing while even the most flexible tools are no longer fast enough when they don't work together. At the same time businesses are struggling more than ever to find resources to help them develop the custom integrations and automations they're missing.

    With our brand-new Pipelines technology, Quick Base is introducing capabilities that empower builders of all backgrounds to automate work across integrated systems. 

    In case you didn't have a chance to join us, you can still get a great introduction to Pipelines by watching the recording here!  This thread is dedicated to questions that we didn't get a chance to cover during the webinar. Post your questions here and our Pipelines team will do the best to answer your questions. We want to know what you are curious about and cannot wait to bring Pipelines to you.

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    Evan Martinez
    Community Marketing Manager
    Quick Base
    ------------------------------


  • 2.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:07
    • What happens to our automations in current systems?
    • Will we need to rebuild and move automations into the pipelines?


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    Jessica Adkins
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    Original Message


  • 3.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:17
    Edited by Laura Linssen 02-07-2020 09:56
    Ditto to what Jessica is asking. I have one Application that I have 100 Automations, plus Actions in. Will these still be kept?

    Also, are we able to connect to SAP?

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    Laura Linssen
    llinssen@jjkeller.com
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    Original Message


  • 4.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:09
    Great question about the SAP, Laura! We are actively working with SAP to establish a relationship and build integration channels. Stay tuned.

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 5.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:05
    Thank you for the question, Jessica! As I mentioned in the webinar, there is no immediate impact to your Automations. We are going to continue supporting the Automation capability for the near future. We'll be communicating well in advance of any changes to our existing Quick Base features.

    That said, as I mentioned in the call, we are going to focus a big part of our investment in automation and integration space on Pipelines, where you'll benefit from the latest and most powerful capabilities that we are developing.

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 6.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:30
    Do you plan to support pipelines to Zendesk?

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    Rachel Rachel
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    Original Message


  • 7.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:33
    Edited by Sarah Shimizu 02-07-2020 09:56
    Can we get a list of integrations/apps/channels that are supported with pipelines?

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    Sarah Shimizu
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    Original Message


  • 8.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:11
    Thanks for joining the webinar, Sarah!

    Here you go: https://pipelines.quickbase.com/channels

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 9.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:14
    Hi Rachel, thanks for your question!  I'm excited to say that we do plan to have our Zendesk integration channel available by the time Pipelines launches.  As always our roadmap is subject to change, however we are planning to continuously build and add new integration channels throughout 2020 and beyond.

    You can also check this page anytime you'd like to see the list of currently available and supported integration channels.

    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 10.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:33
    Does Pipelines support...
    • Conditional steps. I.e. a condition is true, do this; if not, do that.
    • Can functions be applied to data fields? That is, instead of inputting the current date/time into a data field, instead add 2 hours to current time and input that.
    Thanks

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    Jonathan Heuer
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    Original Message


  • 11.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:16
    Great questions, Jonathan! We do support both conditional steps as well as data transformation. You can find more details about these capabilities in our help here: https://help.quickbase.com/pipelines

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 12.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:41
    By which security protocol are the calls transferred and is anything stored in pipelines servers? Will Pipelines be appropriate for transferring sensitive or PII data from one encrypted system to another?

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    Rachel Rachel
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    Original Message


  • 13.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:22
    Great questions, Rachel! As I mentioned in the webinar our new Pipelines technology is completely compliant with all security standards we have. All the data stored in Pipelines infrastructure is encrypted both in transit and at rest, with the industry-leading encryption methods.

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 14.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:50
    Hi Evan,

    Just finished the webinar and really excited for pipelines! Just curious what integration to O365 will look like and if this will replace the need for add ons like SendToQuickbase?

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    Michael Santiago
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    Original Message


  • 15.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:25
    Thanks for joining the webinar, Michael! We do plan to have support for some O365 products. In particular, we plan to deliver integration channels with Sharepoint and OneDrive in the next 3-5 weeks, and Outlook as a fast follow.

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 16.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:50
    Is there a way to connect to an arbitrary REST API endpoint, such as one exposed by my company for use by our customers and integration partners?  This would be something that you would not have a connector for.

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    Jim Speights
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    Original Message


  • 17.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:20
    Hi Jim, that's a great question!  You can absolutely use Pipelines to connect with REST API endpoints beyond our pre-built integration channels, including the one your company exposes for customers and integration partners.  Our "Webhooks" channel allows you to not only make a call to that endpoint, but also to consume and utilize the API response.

    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 18.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:50
    Can we write our own custom API calls within a pipeline? IE - integrations that aren't included by default within pipelines.

    Can we trigger a pipeline with an API call? So we call a specific endpoint that corresponds to a pipeline and we provide data as input parameters that can be used within the pipeline?

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    Austin Hayes
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    Original Message


  • 19.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:24
    Hi Austin, that's a great question!  You can absolutely do that, our "Webhooks" channel allows you to make a call to an external API call, and can also be used for inbound API requests that you'd like to use to trigger a Pipeline.

    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 20.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:50
    Is there an HTTP connector(channel) ?

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    Vince Admin
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    Original Message


  • 21.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:28
    Hi Vince, that's a great question!  Yes we do have a "Webhooks" channel that allows you to not only make a call to an external API endpoint, and also to consume and utilize the API response.

    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 22.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:51
    Example pipeline with Dropbox?

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    Brice Long
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    Original Message


  • 23.  RE: Introducing Pipelines - Webinar Q&A

     
    Posted 02-05-2020 15:55

    Is the Q1 release an Early Access date or a Production release date?

    Will there be a way to use pipelines without the visual UI (i.e. view/edit as a schema)?
    Will Pipelines be accessible from the QuickBase API?
    Will Pipelines be able to trigger API calls, or be triggered from other QuickBase non-table related triggers (i.e. App CRUD, Pages CRUD, users, user groups)?

    Will there be conditional branching?



    ------------------------------
    Sam C
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    Original Message


  • 24.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:38
    Edited by Evan Martinez 02-11-2020 14:18
    Thanks for joining us, Sam! The Pipelines is already in Early Access. In case you want to sign up please submit your request at https://www.quickbase.com/earlyaccess . We do plan to deliver the product as generally available (GA) in Q1

    As for the other questions
    • There is going to be no way to modify your pipelines without the visual UI. That said, you will have the capability to export the YAML description of the pipeline and modify it in the developer IDE.
    • Pipelines will not be accessible via API in the near feature. I would love to learn about the use cases where you might need that capability.
    • Absolutely! Our generic webhook channel will allow you to trigger your pipelines externally as well as will give you the capability to make calls to external systems using their APIs.


    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 25.  RE: Introducing Pipelines - Webinar Q&A

     
    Posted 02-05-2020 17:36

    "There is going to be no way to modify your pipelines without the visual UI. That said, you will have the capability to export the YAML description of the pipeline and modify it in the developer IDE."
    What Developer IDE?

    "Pipelines will not be accessible via API in the near feature. I would love to learn about the use cases where you might need that capability."
    At the moment? None, but I could see if Pipelines could be uploaded/modified via API calls you could integrate them with other data management tools.



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    Sam C
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    Original Message


  • 26.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-07-2020 15:00
    The early access link does not work

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    Howard Fu
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    Original Message


  • 27.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-11-2020 14:04
    Hi Howard,

    One oft he slides here have a link to sign up for Early Access that I used successfully.

    https://quickbase.connectedcommunity.org/home

    ------------------------------
    Bob Scalise
    ------------------------------

    Original Message


  • 28.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-11-2020 14:19
    Hi Howard,

    Sorry about that I just fixed the link in Gev's post so that it is also working now. It should take you to the right place now.

    ------------------------------
    Evan Martinez
    Community Marketing Manager
    Quick Base
    ------------------------------

    Original Message


  • 29.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:56
    How fast sould we expect new connectors be become available?

    ------------------------------
    Alex Morales
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    Original Message


  • 30.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:31
    Great question, Alex! One of the great advantages of this new technology is that it gives us the ability to build and deliver channels to you really fast, in weeks not months. As always our roadmap is subject to change, however, we are planning to continuously build and add new integration channels throughout 2020 and beyond. 

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 31.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:57
    Can pipelines be triggered via an API call?

    Also, can custom 'Channels' be created (so that I can interface with custom webservices within my company)?

    ------------------------------
    Rhett Melton
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    Original Message


  • 32.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:37
    Edited by Adam Hoover 02-07-2020 09:56
    Hi Rhett, that's a great question!  Yes, our "Webhooks" channel will allow you to trigger a Pipeline using an API call, and the same channel should allow you to interface with custom web services as long as there is an API endpoint.

    We do not currently have plans to support the development of new 'Channels' by third parties, but we will be continuously building and adding new first party integration channels throughout 2020 and beyond.


    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 33.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 15:59
    Congrats on an awesome set of new tools.
    Thank you for the great products!

    ------------------------------
    Brian Seymour
    ------------------------------

    Original Message


  • 34.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:39
    Hi Brian, we're thrilled that you like the new tools, and we look forward to continuing to serve your needs throughout 2020 and beyond!

    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 35.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:01
    Pipelines works for sending and receiving data. How about file attachments?

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    Gilbert Spigelman
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    Original Message


  • 36.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:44
    Great question, Gilbert! Depending on the system we are handling file attachments by using pointers to the endpoints where the file is stored. In other words, we just pass the URL of the files with the payload and have the next system in your workflow download them using that URL.

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 37.  RE: Introducing Pipelines - Webinar Q&A

    Posted 03-24-2020 13:40
    We're trying to use Pipelines to connect a WebHook to add records into QuickBase. It's working for the normal data types (Dates, Text, Checkboxes, etc.) but the File Attachment fields aren't listed in QuickBase connector. How can we access the File Attachments to attach a file to them? Do we need to change these to URL types?

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    Rod Montrose
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    Original Message


  • 38.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:03
    Very exciting!

    I apologize if I missed this during the webinar, but is there a way to organize the pipelines (i.e. a folder system, tags, etc.)?

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    Jenni Murray
    Detroit, MI
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    Original Message


  • 39.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:41
    This is a great idea, Jenni! It's not available at the moment. You might want to add a User Voice request so that others in our community can vote for it. Here is the link to our User Voice: https://quickbase.uservoice.com

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 40.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 17:11
    Understood and I've submitted the request in User Voice: Pipelines | Organize the pipelines.


    Thank you for all your and your team's hard work on this!

    ------------------------------
    Jenni Murray
    Detroit, MI
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    Original Message


  • 41.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:04
    Very exciting information!  I have a few questions:
    4. Can we generate tasks and sub tasks from templates using one single pipeline?

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    John Harvey
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    Original Message


  • 42.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:51
    Great questions, John! see my comments below.
    • You should be able to automate table to table import, in fact, I've seen some of our Early Access customers do that. 
    • The limit you are referring to is a limit of Quick Base applications that both Automations and Pipelines must adhere to. 
    • Currently sorting in the source window is not available, but that might be a great idea for our User Voice: https://quickbase.uservoice.com
    • I don't see any reason why not. Can't wait to see what you'll build with this new feature!
    Hope I was able to answer your questions.

    ------------------------------
    Gevorg Hovsepyan
    Senior Product Manager
    Quick Base, Inc.
    Cambridge MA
    ------------------------------

    Original Message


  • 43.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:13
    How will the modified timestamp fields for QB records produced/modified by this feature (i.e. Last Modified By, Record Owner, etc.) be handled when utilizing pipeline actions?  Will they always use the pipeline creator's username like how automations currently work, or will it be possible to define that value in the pipeline setup either through use of a user field or some hard-coded value (similar to how connected tables use "Connected Data Service" as the Record Owner).

    With the potential of heavy record manipulation with pipelines, I'd prefer not to have my name plastered over all of our QB records when I am not actually making these record additions/edits myself.

    ------------------------------
    Jonathan Klein
    ------------------------------

    Original Message


  • 44.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:53
    Edited by Adam Hoover 02-07-2020 09:56
    Hi Jonathan, that's a great question!  When records are produced/modified in Quick Base by Pipelines, the built-in fields will not be available to modify.  That means that the "Date Created" and "Date Modified" fields will automatically reflect the Date/Time that the Pipeline ran.  The "Record Owner" and "Last Modified By" fields will also be assigned based on the user token, meaning that your name will be reflected in the scenario you described.

    That said, you can certainly leverage any editable user field, and you can even use that to capture the value from the "Last Modified By" field in your trigger.  That would allow you to capture the name of the user who actually took the action that caused the Pipeline to run.

    ------------------------------
    Adam Hoover
    Product Marketing Manager
    Quick Base
    Cambridge MA
    617-250-2432
    ------------------------------

    Original Message


  • 45.  RE: Introducing Pipelines - Webinar Q&A

    Posted 02-05-2020 16:45
    During the webinar, I was under the impression there will be a ODBC (e.g. MySQL) "Channel."

    Is that the case?

    If so, I am curious about bi-directional data flow and triggers between MySQL and Quick Base​. That would be a game changer!

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    Brian Seymour
    ------------------------------

    Original Message


  • 46.  RE: Introducing Pipelines - Webinar Q&A