Integrating QuickBase with Hundreds of Apps via Workato - Webinar

QuickBase Confidential and Proprietary1

QuickBase + Workato = Smarter Apps

Integrating QuickBase with

Hundreds of Apps via Workato


Speakers

Amlan Debnath

VP, Customer &

Partner Success

Workato

Mariana

St.Germain

Product Marketing

QuickBase

Mark Field

Product Management

QuickBase

James Cosman

President

VeilSun

Rich Crum

CEO

VeilSun

Markus Zirn

VP, Business

Development

Workato


What group within your organization do

you work for?

• Information Technology

• Line of business

• Business operations

• Other

Quick Poll #1


Choose the highest level of your technical

skills?

• PowerPoint and basic Excel skills

• Intermediate to advanced Excel skills

(macros, pivot tables)

• Web skills (HTML, CSS, JavaScript)

• Coding skills (.NET, C#, Java)

• Mobile native (Objective-C, Java, XAML)

Quick Poll #2

goo.gl/5dfWBY

goo.gl/5dfWBY


Think of the first QuickBase app you’d you like to

integrate. What type of app is it?

• Asset tracking

• Business analytics

• CRM or sales management

• Customer service management

• Inventory and order management

• IT service management/helpdesk

• Learning/training management

• Project, portfolio and program management

• Other

Quick Poll #3


QuickBase Integration Options

Time & Effort

Bring data into QuickBase and

keep it automatically in sync.

Create integration flows within

minutes with third-party tools.

Build your data or app integration

with the web-based QuickBase API.

Short on time or resources? Find a

QuickBase Solution Provider.

Data Integration App Integration

Solution Providers

& Add-ons

Custom Integration

Build Integration In-House

Get Assistance or Outsource Project


Extending QuickBase’s

Integration & Automation Capabilities

CEO Keynote Product Keynote

http://quickbase.intuit.com/about-us/media/new-integration-features-workato-partnership

http://quickbase.intuit.com/about-us/media/new-integration-features-workato-partnership


Why Workato?

• Integration and cloud experts

• No-code integrations

• Enterprise-class platform

• Supports sophisticated use cases

150+ Apps & Growing

Award Winning


Today’s News: Forrester iPaaS Wave

#1 in Platform Power

#1 in Product Strategy

#1 in Low Cost


Gartner on Workato

“Workato is cool because it allows

employees to write cross-

application workflows...”

“…[Workato has the] ability to

support a wide range of

integration challenges…”

“Workato demonstrates that this

goal [of citizen development] is

becoming achievable”

“Directors of integration should

look at platforms such as

Workato because of their

ability to support a wide range

of integration challenges via a

self-service toolset that

enables different classes of IT

and business users.”


Workato & Other Integration Services

Sim

plicit

y

Enterprise Power


What Can It Do?

• Connect to multiple apps at a time

• Connect to on-premise apps, DBs, files

• Connect to any REST endpoint

• Bi-directional real-time & batch data sync

• Transform data along the way

• Branch based on conditions

• Loop through related records

• Trigger on events or a schedule

• Stop & wait for things to happen

• The best support for QuickBase integration

Example “Recipe”


Cura Deuda: Business Automation

“Thanks to the flexibility of QuickBase and

Workato, we created a drip marketing and

lead conversion automation that helped us

map the customer journey, convert leads

into customers and keep sales reps

productive, while eliminating manual data

entry, at a fraction of the cost for packaged

solutions.”

~ Daniel Carvallo, Co-founder, Cura Deuda


Let’s Take a Look


Common Integration Points

8 Clients

QuickBas

e

22 Active

Recipes

QuickBas

e


Use CasesANationalBank

• QuickBase/QuickBaseTriggers/GoogleMaps

• Automatetaskcreation

• Createchangelogs

• Calculatemileagelogs

LegalServices

• QuickBase/CapsuleCRM

• NewCaseinCapsuleTriggersprojectworkflowinQuickBase

ConstructionCompany

• QuickBase/QuickBooksOnline

• IntegrateCustomers,Jobs,Invoices,andpaymentsreceived

PrivateLender

• QuickBase/Knack

• ConnectstheirclientportaltoQuickBase sotheycanmanagetheirloanprocess

PharmaPMFirm

• QuickBase-to-QuickBase

• Automatingtaskcreation

• Automatingtimesheets

GreenConstruction

• QuickBase/QuickBooksOnline

• AutomationofInvoicing


Want to learn more?

• Check out www.workato.com/quickbase.

• Chat with your account manager or your QSP.

Now What?

Ready to roll-up your sleeves?

• Start a free 30-day trial at www.workato.com/quickbase.

Interested but have no time or resources for the project?

• Reach out to VeilSun to learn how they can help at bit.ly/veilsun.


Thank you!

Integrating QuickBase with Hundreds of Apps via Workato - Webinar

Technology

Transcript of Integrating QuickBase with Hundreds of Apps via Workato - Webinar