Quickbase

Overview

Quickbase is a cloud-based platform for creating and managing custom business applications. Using the Advanced Form Integration (AFI) plugin, you can send form data from WordPress forms to your Quickbase apps and tables seamlessly.

Supported Trigger

• Any form plugin supported by AFI

Supported Action

• Add Record

How to Setup

To set up the integration, follow the steps below:

1. Create a User Token in Quickbase

1. Log in to your Quickbase account.

2. Go to your Admin Console.

3. Navigate to My Preferences > Manage User Tokens.

4. Click + New User Token.

5. Provide a name, select the app(s) it will access, and click Create.

6. Copy the token and keep it safe.

You will also need your Realm Hostname, which is typically in the format:
yourcompany.quickbase.com

2. Save API Credentials in AFI

1. Go to AFI > Settings.

2. Click on the Quickbase tab.

3. Enter your:

   • User Token

   • Realm Hostname

4. Click Save.

You can store multiple Quickbase accounts and select the appropriate one while creating the integration.

3. Create a New Integration

1. Go to AFI > New Integration.

2. Choose your form as the trigger.

3. In the Action section:

   • Select Quickbase as the platform.

   • Choose Add Record as the action.

4. Map Fields

1. Choose a Quickbase account from the dropdown.

2. Select the target Table where data will be sent.

3. After selecting the table, all available fields will load.

4. Map the form fields to the Quickbase table fields.

Troubleshooting

• Ensure the User Token has permission to the target app and table.

• Make sure the Realm Hostname is correctly entered.

• Some field types like timestamps and addresses are skipped by default.

• If a field is not appearing, check the field type in Quickbase or verify the table selection.