Forum Discussion

GZRService_Acco's avatar
GZRService_Acco
Qrew Member
4 months ago

Can an email attachment be saved to Quickbase using a pipeline?

Hi All, I'm setting up a support ticketing system in Quickbase for my company.  All of our support requests are sent to a specific email.  I want to set up a pipeline to grab the necessary informati...
Pipelines
  • QuickBaseJunkie's avatar
    QuickBaseJunkie
    4 months ago

    You're on the right track!

    Once you've found the email in your search, you search the email for the attachments. Then when you add the attachment(s) to your QB record you'll use the "File Transfer Handle".

    Here is the basic layout (for a single attachment):

    A - Search Outlook
    B - Search the Email - using the id from A (limit to 1)
     Remove the loop initially created
    C - Create your ticket as normal
    CONDITION - If Search Attachments is Empty
    IF TRUE
     - DO NOTHING
    IF FALSE
     Add the LOOP
    D - Upload file to "Create Record" target using the file transfer handle

    If there are multiple attachments and the tickets table has a child table for attachments, step D will be to first create that child record, then E will be to load the file.

    Let me know if this helps 👍
    -Sharon

QuickBaseJunkie's avatar
QuickBaseJunkie
Qrew Captain
4 months ago

You're on the right track!

Once you've found the email in your search, you search the email for the attachments. Then when you add the attachment(s) to your QB record you'll use the "File Transfer Handle".

Here is the basic layout (for a single attachment):

A - Search Outlook
B - Search the Email - using the id from A (limit to 1)
 Remove the loop initially created
C - Create your ticket as normal
CONDITION - If Search Attachments is Empty
IF TRUE
 - DO NOTHING
IF FALSE
 Add the LOOP
D - Upload file to "Create Record" target using the file transfer handle

If there are multiple attachments and the tickets table has a child table for attachments, step D will be to first create that child record, then E will be to load the file.

Let me know if this helps 👍
-Sharon