Qrew Tip #05: Pipelines 101
Whether you're syncing data between systems or automating onboarding tasks every time a new customer is added, pipelines are designed to save you time and reduce manual work. Key terms Knowing these terms will help you understand documentation and submit more specific support tickets: Pipelines: automated workflows for integrating systems or automating within Quickbase Channels: the systems you’re connecting with (e.g., Slack, Outlook, Quickbase) Steps: the building blocks of a pipeline. There are different types of steps, including: Triggers: events that start a pipeline (e.g., record changes, daily schedules) Actions: tasks the pipeline performs (e.g., create records, send emails) Queries: search steps to avoid duplication or check data before acting 💬 Are there any terms you would add to this list? Let us know in the comments! Types of pipelines There are three types of pipelines: Triggered: runs when an event occurs Scheduled: runs on a set timeline Manual: runs on demand or from another pipeline ✨ Whether you're just getting started or building advanced automation, pipelines give you the power to scale smarter. 👉 Want to see it all in action? Watch the full webinar here
