Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!132Views0likes15CommentsMay 2025 Pipelines Qrew Meet Up Recap
Hi Pipelines Qrew! Thank you to all who were able to attend the 1pm EST session of the Pipelines Qrew yesterday. Here’s what we discussed: API Fundamentals & Postman Testing Mike Frischmann walked through how to set up and test APIs in Quickbase using Postman, focusing on foundational concepts for new and intermediate users. He explained how to authenticate using API keys, review API documentation, and test both GET (listing templates) and POST (creating PDFs) requests with the Craft My PDF API. Mike emphasized using Postman to troubleshoot and validate API calls before moving them into Quickbase Pipelines. This was an eye-opener for many! Automating PDF Ticket Generation & Upload Mike demonstrated how to automate the creation and upload of PDF tickets for Quickbase records. He showed how to trigger a pipeline when a record is updated, pass Quickbase data into the Craft My PDF API, and automatically upload the resulting PDF back into the correct Quickbase record. The demo included mapping dynamic fields from Quickbase, building the JSON payload, and handling the API response to store the PDF. Translating Postman Workflows into Pipelines After validating API calls in Postman, Mike showed how to replicate the workflow in Quickbase Pipelines. He covered setting up triggers, using the JSON handler, mapping variables, and configuring the “iterate over JSON records” step to process multiple responses. Many folks commented how they appreciated Mike’s way of walking through each step, not getting deterred when things didn’t work, and working through the solution by using Postman and Quickbase to figure out errors, and rerunning Pipelines until it worked in his live demo. It was well-paced and easy to follow. These are some great best practices for making the process repeatable and scalable for various API use cases. Missed the meeting? Here’s the recording! I highly recommend giving it a listen-through and trying out the resources he recommended. Mike uses most of the hour, but it’s filled with valuable information and step-by-step guidance along the way. Pipelines Raffle Entry: We have a raffle drawing for those who listen to the recording or attended the meeting. You can enter by logging into the Qrew Discussion site and share what you learned from Mike’s session, share an additional useful tip, or ask a question about what you watched to the group. Winners will be selected at the next Pipelines meeting! Open until May 28 th so get your entries in! Agenda for next Pipelines Qrew Meet Up Wednesday June 25 th at 12pm: We are back to our regularly schedule meet up time next month and Wes McAda from Versar Inc. will be doing an Empower encore presentation with a new Pipelines twist for his EOTI app. I already have a fun raffle idea that I’m looking forward to deploying alongside Wes’s presentation. Check out the events page for more details and to register or login. If you use a calendar, please be sure to update it based on what we’ve posted on the events page. We’re cooking up four meet ups for June 2025 including two that are special that I’m excited to tell you more about very soon! Thank you and have a good evening.12Views0likes0CommentsReminder: Pipelines Qrew May Meet Up on 5/14 at 1pm EST
Hello Pipelines Qrew! Just wanted to put out a reminder of the time change for our Pipelines Qrew Meet up this Wednesday. When: Wednesday, May 14th, 1:00–2:00 PM EST IMPORTANT: Please note the special time-this session starts at 1:00 PM EST, not our usual 12:00 PM! Agenda: Michael Frishman (MJF Technology Solutions LLC) will lead a hands-on session on using APIs with Quickbase Pipelines and Postman, perfect for beginners and intermediate users. Register or login here Office Hours Update Quickbase Office Hours will be available only on Monday and Friday this week. No office hours Tuesday-Thursday of this week.5Views0likes0CommentsUpdated Time and Agenda to May 14th Pipelines Qrew Meet Up
Hello Pipelines Qrew! Two important updates to give you about our next Pipelines Qrew Meet Up: Instead of our normal Pipelines Qrew Meet Up time, we will be meeting May 14th at 1pm EST. To accommodate our new speaker's schedule, we are moving up the time for the Pipelines Qrew to meet 5/14/25 at 1pm EST to 2pm EST. If you are unable to attend this new time, please make sure you are registered to receive the recording. Access link to register and login here. 2. The agenda has changed: MichaelFrishman, owner of MJF Technology Solutions LLC, will lead a session on using APIs with Quickbase Pipelines and Postman, focusing on foundational tips for beginners and intermediate users of Pipelines. Mike mentioned he wished there were session like this when he was learning Pipelines and Postman, and wants to help those who are on a similar journey.21Views0likes0CommentsChange to May's Pipeline Agenda and Call for Speakers!
Hi Pipelines Qrew! Our May speaker agenda has changed and I am now looking for a new Pipelines use case to share with the Qrew on May 14th at 12pm EST. Do you have a Pipelines use case that have been working well for you that you'd like to share? I am looking for a Pipeline use case of any skill and level to share with the group. Volunteer speakers will receive a Qrew Champions speaker badge and an incentive as a token of thanks. Your Quickbase skills + experience applying it to your use case = Great value for the Quickbase Qrew community. Click here to book a meeting with Esther LaVielle to be considered. Thank you and I look forward to connecting with you soon!10Views0likes0CommentsApril Pipelines Qrew Meet Up Recap & the Agenda for May
Hello Pipelines Qrew! Thanks to everyone who joined our recent Pipelines Qrew meetup on Wednesday! Here's a quick recap what we discussed: Smarter, Faster Pipelines Boryana Atanasova and Georgi Peev reintroduced powerful enhancements to Pipelines that were announced at Empower 2025, including sub-second triggers for small workflows and a new Bulk Trigger (available in beta soon) that processes multiple records sequentially. The Pipelines Product team is rolling out new channels for OpenAI, Bluebeam, Procore, and NetSuite, plus an AI Actions channel and document processing connector to extract structured data from files directly into Quickbase. Real-World Use Case: External API Parsing Savin Kumar from Accenture highlighted how he uses Pipelines to bring in data from multiple external APIs to create interactive reports—all within Quickbase. Tools like Jinja templates and our API docs made it seamless. Some folks were impressed but also intimidated with where to learn JSON and Jinja expressions. I know I am! Often, it’s all about having a space you can test our jinja codes (we recommend using your sandbox, versioning feature, or builder account) and copy/paste to see what works as you build and update your Pipelines. Here are some resources shared from the Qrew that can help: Jinja Pallet Project Intro to JSON vis W3Schools Become a Jinja Ninja – Quickbase Course Missed the meeting? No worries! Here’s the recording: https://quickbase.zoom.us/rec/share/mSGHS4hOjm8Jy7LkPfVbv10a0imdrB8e5Ss0TlIxDlbzZyWHWUH2VakXrO-sQ9Uz.6zCm7BBq38B4Z-f3?startTime=1744818892000 Sign up for the Beta Interested in trying out the new features mentioned in our meeting? Reach out to the product team via email because this will be an invite-only Beta test group. Boryana - batanasova@quickbase.com Stasha - smarkovska@quickbase.com Georgi - gpeev@quickbase.com At our next Pipelines Qrew Meet up on May 14 th 2025, Wes McAda will do an enhanced encore presentation of his Empower 2025 session on using Pipelines on an everyone-on-the-internet App that includes time-bound secure Links with cascading permissions and added security features for temporarily staging documents. And if we have extra time, I’d like to do a working session on using AI to build Pipelines. Thank you and have a good day!11Views0likes0CommentsNew update on Automations and and more as well as improvements to Pipelines
Update on the Retirement of Automations, Actions, and Webhooks features | Qrew Discussions Have you read the most recent update from our Product Marketing team? Click above to check out the latest update on Automations, Actions, Webhooks, and more by Brian Cafferelli that was posted two days ago. I wanted to highlight this for the Pipelines Qrew so everyone is aware of these upcoming changes, and start a discussion with the group for those with questions and feedback for the Community team to listen. What do you think of this latest update? Will it impact your current workflow? Do you need converting some items into Pipelines? If so, which ones? Let us know your thoughts below.26Views1like0CommentsMarch 2025 Pipelines Qrew Meet Up Recap & What to look forward to in April
Hello Pipelines Qrew, Thank you to all who were able to attend the Pipelines Qrew Meet Up on Wednesday. Here’s what we discussed: James Malone and Matthew Tillinghast from Juiced Technologies shared a pipeline solution that entailed creating a master app that consolidates all the timecard records, allowing for better data management and reporting for their customer. James went through details of the pipeline process, including handling record creation, updates, and deletions. He discussed the challenges they faced, such as dealing with unique field constraints, mapping field names across different applications, as well a certain error message. James used placeholder parameters in the pipeline call definitions to easily accommodate new data requirements from different source apps and found callable pipelines to be very helpful in making this solution scalable across the 25 source apps. We had lots of comments and great questions that were addressed in the meeting. Missed the meeting? Here’s the link to the recording. Our next Pipelines Qrew Meet Up will be on Wednesday April 16 th at 12pm EST. The agenda is nearly finalized. I’m hoping the Pipelines product team will be available to answer questions about new features that will officially go live at Empower and include a customer use case from our friends from Accenture. Thank you and have a great weekend! Best regards,21Views1like0CommentsJanuary 2024 Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you to all who were able to attend Wednesday’s Meet Up. Here’s what we discussed: Georgi presented three new AI-powered features for Quickbase's Smart Builder: pipeline creation, field mapping suggestions, and an open AI channel. Stasha showcased improvements to Quickbase's Connection Central, including better visibility, security, and flexibility for pipeline management. She also shared a new "Quick Start" feature that can make certain pipelines start in under 1 second, a big improvement to time and efficiency! Sasha and Andrew demonstrated the new HTTP channel, showing how to set up OAuth2 connections and make API calls with custom error handling. During the Q & A sections, customers requested more flexibility in the Copy Records pipeline step to associate child records with parent records and expressed interest in more advanced filtering and Jinja capabilities within pipelines. If you missed the meeting, here’s the recording link: https://quickbase.zoom.us/rec/share/B8_-I94f2KXPwOeGHHc4HIoEObwUo2ezx2TqTWFLtLpA0cU3NcAQPiSP2erRsHcF.JyOYxZ-TO44uEuqe?startTime=1737564664000 HTTP Channel info Connection Central And finally, if you didn’t take the Pipeline survey, here’s the link to share feedback on the items we shared in our meeting: https://www.menti.com/algcrtbunj88 Our next Pipelines Qrew Meet Up will be on Wednesday 2/12 at 12pm EST. Wes McAda from Versar will be sharing a Running Totals demo with the audience which includes an easy, intermediate, and advanced solution to consider. Register and login here Thank you and have a good afternoon.19Views0likes0CommentsDecember Pipelines Qrew Meet Up Agenda
Hello Pipelines Qrew! Our very last Pipelines meeting of the year will be next Wednesday December 18th at 12pm EST. Link to register: https://quickbase.zoom.us/meeting/register/tJEpd-6srTstGtaxNVjc0xeMzsZgzx0t9fXb On the Agenda: Tammie King from Mintz will be sharing her Pipelines Best Practices and tips she’s learned from being a customer for over six years. This is special session because we worked together to find the most frequently asked questions about Pipelines over the past 3 months from the Qrew Discussion Board, Tech support, and customer calls. Looking forward to ending the year with a great Pipelines Qrew Meet Up!15Views0likes0Comments