Sendgrid to integrate with Quickbase

How immediate do you need this done? Having 1 button that would allow a user to select template and then email every record in the report would probably take a custom code page solution. I can write it for you today and post it here when I am done if you would like.

If you do not want a custom solution with a code page then you would have to reverse engineer your idea. Something along these lines:

1. Create a new table for Template ID's
   • Create a record for each template and the associated template ID
   • Inside one of your template records ->
     • Create a formula rich text field to run a formula Query.
     • Create a few multiple choice fields (The formula query will use the selections from these drop downs as query parameters).
     • The idea is to be able to find the records from the original table with the same criteria the report you were going to use is using, and then build a "fake" report inside of the template record in the new template table.
     • The formula query field would simply need to return a list of record ID's of all the records that need to be emailed for this template you are inside of.
   • Create a webhook that goes to Zapier (you can also do this in pipelines as long as Sendgrid doesn't use Auth2.0)
     • Set the criteria of the webhook to only fire when a template record is modified AND the multiple choice fields are not equal to blank
     • Send over the formula query field with the list of record ID's, template ID, and any other data you need to populate the email template to Zapier in the webhook body.
2. Zapier Setup
   • you will parse the formula query field you sent over.
   • Setup a For Each loop.
     
     • This loop will => For Each record ID run an API call that sends the email.
   • I would then have it talk back to Quickbase to clear out the drop down options selected inside of the template record that fired the webhook. So that template is a blank slate ready to be edited again.

I can help with either one of these. Just let me know.

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Alan Turing
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