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PortalCX + Quickbase

New Quickbase records create PortalCX portals

With this automation, a new item in Quickbase such as a "Project" generates the customer portal through PortalCX. This would give the customer visibility into their Quickbase item or 'Project' start to finish. Enabling future updates to their customer portal, email and through text messages as the Quickbase item gets updated.

With this automation, a new item in Quickbase such as a "Project" generates the customer portal through PortalCX. This would give the customer visibility into their Quickbase item or 'Project' start to finish. Enabling future updates to their customer portal, email and through text messages as the Quickbase item gets updated.

  1. When this happens...
    QuickbaseQuickbase
    New Record

    Triggers when a new record is created.

    TriggerScheduled
  2. automatically do this!
    PortalCXPortalCX
    Create Project From Template

    Creates a project portal based on the project template setup in your PortalCX account.

    ActionWrite
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Supported triggers and actions

    • ApplicationRequired

    • TableRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    Trigger
    Scheduled
    Try It

    • ApplicationRequired

    • TableRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Criteria Match ConditionRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    • Criteria Set 2: Field

    • Criteria Set 2: Operator

    • Criteria Set 2: Value

    • Criteria Set 3: Field

    • Criteria Set 3: Operator

    • Criteria Set 3: Value

    • Criteria Set 4: Field

    • Criteria Set 4: Operator

    • Criteria Set 4: Value

    • Criteria Set 5: Field

    • Criteria Set 5: Operator

    • Criteria Set 5: Value

    • Sort Field

    • Sort Order

    Action
    Search or write

    • ApplicationRequired

    • TableRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Criteria Match ConditionRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    • Criteria Set 2: Field

    • Criteria Set 2: Operator

    • Criteria Set 2: Value

    • Criteria Set 3: Field

    • Criteria Set 3: Operator

    • Criteria Set 3: Value

    • Criteria Set 4: Field

    • Criteria Set 4: Operator

    • Criteria Set 4: Value

    • Criteria Set 5: Field

    • Criteria Set 5: Operator

    • Criteria Set 5: Value

    • Sort Field

    • Sort Order

    Action
    Search
  • PortalCX triggers, actions, and search

    New Referral

    Triggers when a new referral is generated from a customer portal.

    Trigger
    Scheduled
    Try It
portal-cx logo
portal-cx logo

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

Related categories

  • Sales & CRM
quickbase logo
quickbase logo

About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

Related categories

  • Databases

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