I'm looking for a way to send encrypted emails each time a new lead comes in. The emails would need to be directed to a specific site location based on the site ID that is associated with the lead. My company has an internal process for when we add the word 'secure' to the subject line, that it will be encrypted.I noticed Pipelines uses Outlook. Wondering, is it possible to use a field name in the address line to control who gets the email? Also, I'd need to include the lead data in the message too. Is there another way that might be easier to accomplish this goal? I was hoping notifications would work, but I'm not sure if encryption is possible through notifications. ------------------------------Mathew Crist------------------------------

Have you considered using a native Quickbase Notification? Why did you need to get fancy with Pipelines.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

See previous... "I was hoping notifications would work, but I'm not sure if encryption is possible through notifications."I think I may have worked out a solution with Juiced Tech though. Thanks for your reply!------------------------------Mathew Crist------------------------------

Hi Mark,As I mentioned, I was able to work out a solution with Juiced Tech as far as sending emails through a courier, and it being encrypted.Unfortunately, that's only half of the issue though. The other part is I'm having trouble figuring out how to make notifications more dynamic.Here's what I mean specifically...In my specific case, there are ~200 Sites, each with a unique SiteID.Each Site can have multiple Leads.When a new Lead is created, a SiteID is associated via the relationship.So, let's say a new lead is created. Lead #1234 is assigned to SiteID #8, for instance.At this point, I would need an (encrypted) email notification to be sent to all emails associated with SiteID #8.Now, I can already figure out how to set up 200 separate and unique Quickbase Notifications by filtering by SiteID. For instance, if SiteID = #8 then send email to .EXAMPLEIs there a way to do this without creating 200 notifications, using [field names] instead? Or can this be done using Automations and notifications in conjunction?Thanks,Matt------------------------------Mathew Crist------------------------------

While there are ways to get this working using pipe lines are automations, given that you are already working with Juiced I suggest that you ask Juice if they have a solution. If not you can post back here and we can see if we can get a pipeline working.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Just to clarify my comment above. If we are going to trigger the notifications then we would set up a pipeline that would trigger on a change in the parent record and that pipeline would search for all the children and then for each child record it would update a date time field to the current date time and he would use that to trigger the notification.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Pipelines for Outlook | Qrew Discussions

MarkShnier__You
Qrew Legend
5 years ago
Have you considered using a native Quickbase Notification? Why did you need to get fancy with Pipelines.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- MathewCrist
  Qrew Member
  5 years ago
  See previous...
  "I was hoping notifications would work, but I'm not sure if encryption is possible through notifications."
  
  I think I may have worked out a solution with Juiced Tech though. Thanks for your reply!
  
  ------------------------------
  Mathew Crist
  ------------------------------
- MathewCrist
  Qrew Member
  5 years ago
  Hi Mark,
  
  As I mentioned, I was able to work out a solution with Juiced Tech as far as sending emails through a courier, and it being encrypted.
  
  Unfortunately, that's only half of the issue though. The other part is I'm having trouble figuring out how to make notifications more dynamic.
  
  Here's what I mean specifically...
  
  In my specific case, there are ~200 Sites, each with a unique SiteID.
  Each Site can have multiple Leads.
  
  When a new Lead is created, a SiteID is associated via the relationship.
  
  So, let's say a new lead is created. Lead #1234 is assigned to SiteID #8, for instance.
  
  At this point, I would need an (encrypted) email notification to be sent to all emails associated with SiteID #8.
  
  Now, I can already figure out how to set up 200 separate and unique Quickbase Notifications by filtering by SiteID. For instance, if SiteID = #8 then send email to
  .
  
  EXAMPLE
  
  Is there a way to do this without creating 200 notifications, using [field names] instead? Or can this be done using Automations and notifications in conjunction?
  
  Thanks,
  
  Matt
  
  ------------------------------
  Mathew Crist
  ------------------------------
  - MarkShnier__You
    Qrew Legend
    5 years ago
    While there are ways to get this working using pipe lines are automations, given that you are already working with Juiced I suggest that you ask Juice if they have a solution.
    
    If not you can post back here and we can see if we can get a pipeline working.
    
    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------

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