I am trying to automate the following process from start to finish:
Step 1: QuickBase to automatically export a specific set of data into a CSV file and move the CSV into a Box account
Step 2: A custom process to import the CSV file (created in Step 1) into a SQL Server Database
Step 3: SQL Server to export a new CSV file into a Box account
Step 4: QuickBase to read and import the new CSV file (created in Step 3) via its Webhooks functionality
My question is: Can QuickBase be setup to kickoff Step 1 on a reoccurring basis?
Zapier or Workato would allow you to setup a process like that.
Thanks for the quick response, Blake. Darn, I was hopeful QuickBase (or a custom app within QB) could help automate Step 1. While I have a technical background, I am new to QB and subsequently, attempting to learn all of its capabilities on the fly so-to-speak. That said, I am definitely open to automating Step 1 outside of QuickBase, but only in a way that doesn't require additional costs. That's too bad, because I would think QB would at a minimum offer tools that automate the process of exporting data from their system. Thanks again.
Can you just webhook both ways with every record change?Another $$$$ tool is this: http://qunect.com/appnotes/QuickBaseSQLSync.htmlYou can create reports that are CSV formatted, then you'd have to set up a way to grab that CSV report, rather than exporting the report. You could set up an email notification of that CSV report, but I think I tried that once and it dumped the data in the email instead of an attachment.
Oh, and for your original question, QB webhooks shouldn't update more than 10 records at a time.
Just to clarify that statement. QuickBase is limited to firing no more than 10 Webhooks per second. but if a webhook were to be the API_ImportFromCSV then 1 webhook could actually update or create lots of records as that just counts as 1 webhook firing.