Best method to integrate Exchange / Outlook
What are some of the best and most efficient methods to integrate Microsoft Exchange / Outlook as part of a QuickBase application. Sending notifications / emails via the app is simple enough, however,...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendNiraj
If you simply want to Sync a copy of all emails received to an email address into a Quick Base table, you can Natively a set up a Connected Sync table.
If you then want to show some of those emails n a record, you can if can ensure that the Record ID# or some identifying field on the Quick Base record is contained in the email.
Here is some initial help on setting up a Connected table.
https://help.quickbase.com/user-assistance/about_connected_tables.html
But that is for email and not calendar sync
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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If you simply want to Sync a copy of all emails received to an email address into a Quick Base table, you can Natively a set up a Connected Sync table.
If you then want to show some of those emails n a record, you can if can ensure that the Record ID# or some identifying field on the Quick Base record is contained in the email.
Here is some initial help on setting up a Connected table.
https://help.quickbase.com/user-assistance/about_connected_tables.html
But that is for email and not calendar sync
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Thanks, Mark. I am familiar with connected tables but what I'm looking for is not just syncing emails to a QuickBase table but also the ability for QuickBase to send an email from the users Exchange / Outlook address. In addition, the need to add calendar events to the same Outlook / Exchange account is required. I basically need a full bi-directional integration.
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Niraj Shah
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Niraj Shah
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- Niraj, my SendToQuickBase and also SendToOutlook add-ons can handle everything you need based on your description. Please reach out directly to me to discuss details.
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Joe Acunzo
Founder
SoftTechExperts
203-481-1222 ext. 316
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