CassandraFriend
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Joined 11 months ago
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QuickBase and DocuSign
Hello, I am trying to see if QuickBase pipelines can help with a DocuSign issue. We have a Contract for Construction. Inside there is a checkbox for the signer to state if they are the property owner or not. If they are NOT the property owner, we would like to send out another document (Letter of Authorization) to the property owner using QuickBase pipelines. Is it possible to check for both the email of the owner and the checkbox status from the Contract for Construction, and use that to send out the Letter of Authorization? I see there are some connections to DocuSign but I don't quite understand how they work. Any help would be appreciated! ------------------------------ Cassandra Friend ------------------------------Check Salesforce for entry, create if not found.
Hello, I am trying to create a pipeline that checks if we've missed any entries being pulled down from Salesforce. The Account Name field comes down as the key field from Salesforce into the QuickBase entry. Basically, I want to look through all the Account Names in Salesforce and compare them to all of the Account Names in QuickBase. If the Account Name isn't found in QuickBase, I want it to create a new entry. Any suggestions on how to make this pipeline would be appreciated! ------------------------------ Cassandra Friend ------------------------------New Record Form won't load with using new form version
Hello, Suddenly yesterday my New Record form would not load. Even if I create a copy or try re-creating the form from scratch, it will not load using the new version. That being said, if I switch to the old version of the form it will load but that's not the look my team wants. It has worked fine up until now. Here are the last things I was doing before the new forms stopped working on this table: Building a pipeline that connects to Salesforce (Schemas stopped refreshing once the problem occurred). Changed the Key field a few times for testing with Salesforce, and deleted the whole key fields I that didn't work out. Created two new, normal text fields. Any help would be greatly appreciated! ------------------------------ Cassandra Friend ------------------------------
