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Question

Importing file attachment from Outlook to Quickbase

  • December 19, 2022
  • 0 replies
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I get a daily email in Outlook with a file attachment, is there a way I can get that file attachment automatically imported into Quickbase? I am able to connect/link my Outlook and Quickbase account and I see the email when I refresh in Quickbase, I just don't see a way of getting the file attachment imported automatically or at all.

Derek

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Derek Pipal
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    This topic has been closed for replies.

    MarceloBenavide
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    See function searchAtachmet in the outlookPipeline options.


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    I know this is a couple of years old now, but I'm looking to do something similar. I have a daily email with an Excel attachment. I'd love for Quickbase to grab the attachment and create new records for each of the line items in that Excel document. Is this possible with the Search Attachment function in Pipeline?

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    Thank you Don!

    KeithJusashow can I contact you to assist with this request?

    MarkShnierYou
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    Juiced is a great Quickbase Partner Company with many add ons.  You can see some of their tools from this specific link but they can set you up to receive an email with an Excel or CSV attachment create records in Quickbase automatically.   https://www.juicedtech.com/automated-data-entry

    It's possible that this can also be done with Pipelines, but if you can afford a modest monthly fee than they will hold your hand to get it implemented.  

    The Quickbase Junkie may have some free or paid courseware

    https://www.quickbasejunkie.com/resources

    to help you do it with Pipelines, but if you want hand holding & easy, then Juiced is the way to go.

      

    Mark Shnier. Your Quickbase Coach
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