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. ...
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 ------------------------------
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?
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 ------------------------------
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 Provider Your Quick Base Coach http://QuickBaseCoach.com mark.shnier@gmail.com ------------------------------