App to App Relationship

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How do I start setting up an app to app relationship? We have task apps for all of our departments within Human Resources (e.g. payroll, benefits, employee relations, etc.) I want to add the ability for tasks to be assigned to the payroll group and added to their app, but then when it is completed it updates the benefits app, etc. Any thoughts would be greatly appreciated.

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Xavier Fan, Champion

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Sounds like you have multiple separate apps, and you're looking for triggers, conditional logic, and add/update actions on different apps.  


- when Task is assigned to payroll group, add new Task to payroll app

- when Task is completed on payroll app, update the benefits app


It sounds more complex than what can be accomplished with cross-app relationships, or Sync etc. - especially if the various separate task apps weren't designed to work together that way to start with.

For workflow automation (involving the QuickBase API, etc.) - you'd need the QuickBase Premier plan and up.

I'd suggest taking a look at Workato - a workflow automation tool that works with QuickBase (and many other online/cloud apps).  It's a separate service from QuickBase (you'd need a Workato account, additional costs, etc.) - but it should be able to do what you want.

You can also look at Zapier - another workflow automation tool that connects to many online/cloud apps.  It may not be suitable for some of your use cases that involve triggers on record updates (not just triggering when adding new records), looping, etc.

Finally - QuickBase Webhooks is currently in early access.  This is not fully available yet, but once released, it should enable the simpler use cases such as adding or updating a record on a separate app.