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Can't connect pipelines to personal email account in order to send a scheduled notification.

  • Feb 28, 2025 12:35 AM UTC
  • 2 replies
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Quickbase automations used to let me send an email directly from the Quickbase app, and the notifications option still lets me do this. However, If I want to schedule a notification on any basis other than record added, deleted or modified, it tells me I need to use a pipeline. 

Then in pipelines the only email actions are through 3rd party email services that I  would have to give Quickbase my sign-in to use. 

There are two problems with this;

  1. I use my email to send encrypted private and regulated data and cannot simply let Quickbase have access to read and send my emails on my account without going through a bunch of extra red tape.
  2. I do not want Quickbase automated emails to originate from my personal email address as if I am sending them. Our email domain occasionally changes, and I will not always be with the company, when I leave, my email address will be deactivated, so the pipeline will be terminated.

Does anyone have a workaround?

2 replies

MarkShnierYou
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I'm trying to understand the question here.  Are you willing to use a native Quickbase Notification triggered by a Pipeline updating a field value?

Mark Shnier. Your Quickbase Coach
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    • Nov 3, 2026 7:22 PM UTC

    You don’t need to connect your email for this. Let the pipeline change a field, and let a regular Quickbase notification send the email. It goes out from Quickbase, not your mailbox, so nothing breaks when your address changes.

    Add a date field like Last Reminder Sent. Build a pipeline with a schedule trigger, a Search Records step for the records that need the email, and an Update Record step that sets Last Reminder Sent to today.

    Then create a notification on that table that fires when specific fields change, pick Last Reminder Sent, and send it to whoever needs it.

    If the pipeline’s Quickbase connection uses simplified authentication, it runs on the realm’s built-in account instead of your user token, so it keeps working after you leave.

    Also worth checking first: if the timing is based on a date in the record, like 3 days before a due date, a reminder does that with no pipeline at all.

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