ContributionsMost RecentMost LikesSolutionsRe: Sendgrid to integrate with QuickbaseOk awesome! After I finish working today I will build it for you. Ill post it here with all the instructions you will need to copy paste it and make it work. No problem at all. I love helping people do the things Quickbase Support tells you that you cannot do. ------------------------------ Alan Turing ------------------------------ Re: Sendgrid to integrate with QuickbaseHow 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: 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. 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. ------------------------------ Alan Turing ------------------------------ Re: Sendgrid to integrate with QuickbaseCould you help me understand what you are asking. You want a button on a report So on every record that is displaying on that report. Then the user would have to go and click your button for each record they wish to send an email for. You want the button to let the user select which template when clicked So the user will click this button for each record, and every time the button is clicked the user gets prompted to select which template they would like to use. You said "a button to send bulk emails linked to a specific Sendgrid template". The word "Bulk" is confusing me here. The user loads the report. They click the new button that is connected to a record in this report. They select the template they want to use. You populate your template with data from the record that the button was clicked off of. Then you send the email to that customer. Can you explain what you mean by Bulk emails? This seems like 1 email per button click. This seems like a fairly easy task. If you can clear up those questions and help me understand better I can help you get this setup. ------------------------------ Alan Turing ------------------------------ RE: Discussion about all the "Updates" customers didn't ask for...Pipelines is basically Zapier that is why they purchased it. Pipelines is just a really really bad version of Zapier haha. - cannot run individual pipeline steps for testing - cannot free write code for data manipulation - cannot jointly work on pipelines (unless putting on a user that multiple people have the info to) - the auto save feature bugs out a lot - their customer support on pipelines is as useful as raking your yard with a fork - exporting and importing YAML is miserable, even after changing your account slugs I could go on forever, but yes you can get everything done in Pipelines that Zapier can do. In an annoying and inefficient manner. ------------------------------ Alan Turing ------------------------------ RE: Discussion about all the "Updates" customers didn't ask for...What she said. ------------------------------ Alan Turing ------------------------------