Forum Discussion

KhalidDaoud's avatar
KhalidDaoud
Qrew Trainee
2 months ago

Connecting QB to a client facing portal..

Hi all—apologies if this has already been covered. I did a quick search but didn’t find anything that quite fits my situation.

I’m a solo travel operator and have been using Quickbase for over 10 years to manage transaction accounting (air tickets, manifests, hotel stays, etc.). It’s been a great fit for how I run my business.

Recently, my model has shifted a bit, and I now need to provide a client-facing portal for select clients. I know this can be done within Quickbase, but I’m looking for something that better aligns with my brand aesthetic and overall client experience.

I’ve been testing Outportal and have already built a working version of the portal. I really like the look, feel, and functionality it offers. I understand this likely means going the custom API integration route, which I’m comfortable with.

My question—before I go too far down that path—is this:

Is there a similar solution that integrates more natively with Quickbase? Or is there a better approach I should be considering?

Appreciate any insight—thank you.

4 Replies

  • Hey Khalid, 

    We've used Quickbase code pages and SecureLinks for similar use cases where our customers have needed client-facing portal. I'll share an example with you in your inbox.

    • JCY's avatar
      JCY
      Qrew Trainee

      If you don't mind, can you share with me also? I have this use case often, just curious how you handled it.

  • The Form Engine add on is being used for client facing portals as well. They can view live QB data and act on it based off your requirements. Are you collecting data from your clients that needs to go into QB? View only? Happy to show you a demo- http://www.formengine.com