Quick Base

Quick Base Help & Support

What QuickBase Triggers and Actions are Supported?

Supported Triggers#

  • New Record - Triggers when a new record is created.

Supported Actions#

  • Update Record - Updates a record in a Quick Base table.
  • Create Record - Creates a new record in a Quick Base table.
  • Delete Record - Deletes a record in a Quick Base table.

How to Get Started with QuickBase

NOTE: Quickbooks restricts API access to users on their Premier plan and higher. Users on Quickbase's Essential plan will not be able to use it with Zapier.

When you start creating a QuickBase Zap, you will be asked to connect your QuickBase account.

Connect QuickBase

Next, you'll be asked to enter your QuickBase Realm and User Token.

QuickBase User Token

To locate your User Token in your QuickBase account, please follow these steps:

  1. On the user dropdown on the global bar, choose "My preferences".
  2. Under "My User Information", click the link for Manage my user tokens for realm ...
  3. Click the "New user token" button.
  4. Click "OK".
  5. In the "Basics" section, enter a Name and a Description for your token.
  6. In the "Assign token to apps" section, click the dropdown arrows to select which apps you want to assign this token to. You can assign a token to as many as 20 apps.
  7. Click "Save". The new token appears in the list of user tokens. API calls containing this token can now interact with the application. The new token is also available for assignment to other applications

QuickBase API Key in account

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your QuickBase account will now be successfully connected.

QuickBase connection successful

Common Problems with Quickbase

Error: "Feature not supported: API Calls and Application Tokens are not supported on this account."#

This error is due to the plan you have with Quickbase. They only allow API access(which Zapier uses) on their Premier plan and higher, so users on the Quickbase Essential plan will not be able to use it with Zapier.

Some of My Fields Don't Show Up for the New Row Action#

When determining which fields to show for the action, Zapier filters out fields that are not default columns for the table. Here is a quick walkthrough of how to mark a column as a default column:

First, select the correct app, then choose the correct table from the table bar. In this example, we'll choose the table named "cars."

Screenshot of table bar

On the table's homepage, click the link to "Customize this page".

screenshot of customize table link

On the customize page, click the link to edit default report settings.

screenshot of table default link

In the default report settings, there is a section where you can select which columns should be defaults. The columns in the right box (Default Columns) are the ones that Zapier will display. Don't forget to click save when you make changes!

screenshot of default columns

You may also consider selecting the option at the bottom to be prompted about making new fields default columns. Otherwise you will have to remember to come back to this page and edit the list again.

Some of the data I write to my row is not coming through to Quickbase#

If you're using the New Row action and some of your data isn't being written to the row, check the name of the field. If your field name has a number in it (ex. 1_Last_Name), Quickbase will silently reject the data sent to that field. To fix, change the name of the field to not include a number (ex. Last_Name).

Need More Help? - Our support team is happy to help -- send us a message

Quick Base is a tool to help you turn ideas about better ways to work into apps that make your team more efficient, informed and productive.

Getting Started with Zapier