Quickbase

Quickbase (opens new window) is a cloud service that helps organizations manage their projects and workflows.

Use cases

Integrate Quickbase with your business applications to streamline data management and automate workflows. You can keep records up to date, sync employee data, and trigger real-time notifications with automated workflows. Explore our use cases to discover how you can enhance your Quickbase workflows:

• Update Quickbase records from SFTP CSV files.
• Sync Quickbase employees to Oracle EBS and notify your team in Slack.

API version

The Quickbase connector uses the Quickbase API (opens new window).

How to connect to Quickbase on Workato

Workato supports user-token authentication and username/password authentication for connecting to Quickbase:

• User-token authentication
• Username/password authentication

Workato recommends using user-token authentication for improved security in your connection. This also allows you to set up granular permissions to control resources Workato can access in Quickbase.

Roles and permissions required to connect

Workato recommends that the user and API key used to connect to Workato have Administrator entitlements. Several triggers and actions require administrator privileges.

User-token authentication

1

Log in to your Workato account and navigate to the project where you plan to add your Quickbase connection.

2

Click Create > Connection > select Quickbase as your connection.

3

Provide a unique Connection name that identifies to which Quickbase instance it is connected.

4

Enter your Quickbase subdomain. This is most often your company name.

5

Select the Yes option from the User-token authentication? drop-down menu.

6

Provide your User token. You can generate this token in Quickbase by completing the following steps.

Generate a user token

To generate a user token:

1

Sign in to your Quickbase account.

2

Navigate to Your profile > My preferences > Manage User Tokens.

3

Click Create new user token and follow the prompts to generate a new user token.

4

Copy the user token and enter it in Workato's Quickbase connection settings.

Username/password authentication

1

Log in to your Workato account and navigate to the project where you plan to add your Quickbase connection.

2

Click Create > Connection >. Select Quickbase as your connection.

3

Provide a unique Connection name that identifies the Quickbase instance you plan to use.

4

Enter your Quickbase subdomain. This is most often your company name.

5

Select the No option from the User-token authentication? drop-down menu.

6

Provide your Quickbase username and password.