Pipelines for Outlook
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. ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendHave you considered using a native Quickbase Notification? Why did you need to get fancy with Pipelines.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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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
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
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Mathew Crist
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