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
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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MarkShnier__You
Qrew Legend
Qrew LegendWhile 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.
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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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If not you can post back here and we can see if we can get a pipeline working.
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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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- MarkShnier__YouJust 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.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- MarkShnier__YouSorry just to clarify my clarification. The way juice works is they receive a notification from QuickBase and intern they process the email using your own mail server. So the notification I was talking about was the notification you will need to set up a juice to trigger the courier.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hi Mark,
I appreciate you helping with my concern. I'm a little bit lost on the Pipeline process you've described above, but I'd be very interested in knowing how to set up a pipeline for this process.
So, just to circle back, instead of setting up 200 notifications from the leads table (one for each site) which would look something like this:
Notification 1: San Diego office
Email goes to: sdemail1@email.com, sdemail2@email.com, sdemail3@email.com
Notification 2: Las Vegas office
Email goes to: lvemail1@email.com, lvemail2@email.com, lvemail3@email.com
Notification 3: Chicago office
Email goes to: chemail1@email.com, chemail2@email.com, chemail3@email.com
And so on (x 200)...
I would prefer to have a process that's able to identify the location (and the emails associated with the location) and send out an email to the correct addresses when a new lead is created. If there's a way to do this using a Pipeline or an Automation, I would love to learn how.
Thanks!
Matt
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Mathew Crist
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