Quickbase, Oracle EBS, and Slack recipe

This use case guides you through connecting Quickbase, Oracle EBS, and Slack to Workato to create a powerful automation.

What does this recipe do?

This recipe syncs employees from Quickbase to Oracle E-Business Suite (EBS) and then posts a notification in Slack.

flowchart TD subgraph M[" "] direction TB subgraph D[&nbsp Quickbase New record trigger &nbsp] direction RL s1(setup) --- t1(Trigger) end subgraph S[&nbsp Oracle EBS Create employee action &nbsp] L(Action) --- EW(setup) end subgraph H[&nbsp Slack post &nbsp] AA(Action) --- EE(setup) end end A([Create recipe]) -- Configure your recipe --> M --> B([Automated workflow]) D --> S S --> H classDef default fill:#fff,stroke:#67eadd,stroke-width:2px; classDef WorkatoTeal fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef SubgraphDash fill:#e1fffc,stroke:#f66,stroke-width:2px,color:#000,stroke-dasharray: 5 5 class s1,t1,L,EW,AA,EE,A,B WorkatoTeal class D,S,H SubgraphDash

Create your recipe

Complete the following steps to create a recipe that syncs employees from Quickbase to Oracle EBS and then posts a notification in Slack.

USE CASES ARE INTENDED AS EXAMPLES ONLY

This use case is intended to serve as an example. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include this recipe in your own workflow.

1

Sign in to your Workato account and navigate to the workspace project where you plan to add the recipe.

2

Set up connections for Quickbase, Oracle EBS, and Slack using the steps in the following sections:

Set up your Quickbase connection.

Workato supports the following authentication methods for connecting to Quickbase:

• User-token authentication
• Username and password authentication

User-token authentication

1

Click Create > Connection and select Quickbase as your connection.

2

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

3

Use the Location drop-down menu to select the project where you plan to store the connection.

4

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

5

Use the User-token authentication? drop-down menu to select Yes.

6

Provide your User token. Refer to the Generate a user token section for more information.

7

Click Connect.

Username and password authentication

1

Click Create > Connection.

2

Search for and select Quickbase in the New Connection page.

3

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

Set up your Quickbase connection with a username and password

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

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

6

Use the User-token authentication? drop-down menu to select No.

7

Provide your Quickbase username and password.

8

Click Connect.

Set up your Oracle EBS connection.

Ensure that you complete the prerequisite steps before you begin to set up your connection.

Complete the following steps to set up your connection:

1

Click Create > Connection.

2

Search for and select Oracle E-Business Suite in the New Connection page.

3

Provide a Connection name that identifies which Oracle EBS instance Workato is connected to.

Set up your Oracle E-Business Suite connection

4

Use the On-prem secure agent drop-down menu to select the appropriate, active on-premise agent that has network access to this Oracle EBS instance. This is required if your Oracle EBS instance is not accessible directly from the internet.

5

Provide the Instance URL. This is the base URL where the REST services enabled on your Oracle gateway are accessed.

6

Provide the Username you plan to use to access the REST services on your Oracle SOA gateway.

7

Enter the Password associated with your username.

8

Provide a User service name. This is used only to test connectivity.

9

Click Connect. A “hello world” test displays on your Oracle EBS instance using the REST service specified in User service name in the preceding steps.

Set up your Slack connection.

1

Click Create > Connection.

2

Search for and select Slack in the New Connection page.

3

Provide a name for your connection in the Name field.

Slack connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Optional. Configure the Advanced and Custom OAuth profile settings if required for your account type.

6

Click Connect.

3

Click Create > Recipe.

4

Provide a name for your recipe in the Name field and select the project in which you plan to store the recipe from the Location drop-down menu.

5

Ensure that Trigger from an app is selected under Pick a starting point and click Start building.

Set up your recipe

6

Set up your Quickbase New record trigger.

1

Search for Quickbase in the Choose an app search box and select the Quickbase connection app you created in the preceding steps.

Select Quickbase as your app

2

Select New record as your trigger.

Select New record as your trigger

3

Use the Application drop-down menu to select the application you plan to monitor for new records.

Set up your New record trigger

4

Use the Table drop-down menu to select the table item you plan to monitor. For example, Employees.

5

Use the calendar modal to select the date from which your recipe should begin to monitor events in the When first started, this recipe should pick up events from field. Learn more about this input field.

6

Click Save.

7

Click the + Add step button and select Action in app.

Click Add step > Add action in app

8

Set up your Oracle EBS Create employee action.

1

Search for Oracle E-Business Suite in the Choose an app search box and select the Oracle EBS connection you created in the preceding steps.

Choose Oracle EBS as your app

2

Select Execute operation as your action.

Select Execute operation as your action

3

Provide a Service name for your action. For example, employee.

Provide a service and operation name

4

Provide an Operation name for your action. For example, Create employee.

5

Expand Operation request header and select the language code you plan to use for your action.

6

Expand Operation input and provide the First name, Last name, and Email address. Provide values for your operation input

7

Click Save.

9

Click the + Add step button in the recipe editor and select Add action in app.

10

Set up your Slack action.

1

Search for Slack in the Choose an app search box and select the Slack connection app you created in the preceding steps.

Select Slack as your app

2

Select Post message as your action.

3

Use the Channel drop-down menu to select the Slack channel where you plan to post your message.

Set up your Slack action

4

Enter a message for the post in the Basic text field. You can also map the Quickbase Name | Step 1 datapill into this field if you plan to automatically include the new employee's name.

5

Enter an attachment title for the Slack post in the Attachment title field.

6

Map the Quickbase File URL | Step 1 datapill into the Attachment title link field. Attachment titles are clickable and direct users to the URL you provide when clicked.

7

Enter text for the attachment in the Attachment text field. You can map the Quickbase Name | Step 1 and Role | Step 1 datapills into this field if you plan to include specific details about the new employee.

8

Click Save.

Your Quickbase, Oracle EBS, and Slack recipe is ready to test and implement.