Quick Base is a cloud-based software platform designed for creating customized applications that address unique business challenges. Users have the flexibility to develop applications tailored to their specific needs. Additionally, Quickbase offers an application exchange that provides a wide selection of pre-built applications to tackle common business problems.

What you can do with QuickBase and Profit.co integration?

  • Integrate QuickBase fields using query in Profit.co key result and automate the progress.

Configure QuickBase in Profit.co

Note: Super Users can configure the QuickBase integration in Profit.co.

Step 1:

Navigate to Settings → Integrations

On the Connectors page, Select the User Level tab, and enable the Quickbase toggle.

connectors_Quickbase

Then, navigate to Preferences → Integrations from the left navigation panel.

Click on the Quickbase Manage button.

Manage Integration

Then click the Connect to Quickbase button.

connect_to_Quickbase

Enter the Connection Name and required details and click on the Create button to successfully configure the QuickBase Integration connection.

Create Connect

Step 2:

Now Create a key result Using the Form in Profit.co where you want to integrate the QuickBase in a key result.

Quickbase supports Increase KPI, Decrease KPI, or Control KPI type

Enter the Key Result name, and choose the required Key Result type and KPI.

Select the Automate Check-in and choose QuickBase from the Connection dropdown.

Note: Run a query after selecting the QuickBase Integration.

Now, Click Create.

Automated Check-in popup

Once the Key Result is successfully created, click on the Check-in button and complete the Check-in to update the status value in the key result.

Key Result Created

Automated Check-in

If you check-in you’ll be redirected to the review page. Finally, you can Update it to make progress to your key result.

Check-in Value
Updated Key Result