Hatch + Quickbase
Create records in Quickbase for every new communication inbound in Hatch
Improve your Hatch and Quickbase synergy with this efficient workflow. As soon as a new communication comes in via Hatch, it will immediately generate a corresponding record in Quickbase. This smooth transition reduces manual data entry and ensures that your Quickbase records are always up-to-date. Designed particularly for Hatch and Quickbase interconnectivity, this workflow enhances productivity and bolsters operational efficiency.
Improve your Hatch and Quickbase synergy with this efficient workflow. As soon as a new communication comes in via Hatch, it will immediately generate a corresponding record in Quickbase. This smooth transition reduces manual data entry and ensures that your Quickbase records are always up-to-date. Designed particularly for Hatch and Quickbase interconnectivity, this workflow enhances productivity and bolsters operational efficiency.
- When this happens...New Communication Inbound
Triggers when there are outbound communications coming from Hatch whether sms, email, or voice drop.
- automatically do this!Create Record
Creates a new record in a Quick Base table.
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BoardIDRequired
Try ItBoardIDRequired
Try ItApplicationRequired
TableRequired
Criteria Field
Criteria Operator
Criteria Value
Try ItApplicationRequired
TableRequired
BoardIDRequired
Try ItContact first nameRequired
Contact last nameRequired
Contact phone number
Contact email
Contact details
Contact status
Board IDRequired
Source
Advanced: External Contact ID
Advanced: External ID
ApplicationRequired
TableRequired
Criteria Field
Criteria Operator
Criteria Value
Try ItApplicationRequired
TableRequired
