Field NationDeveloper Platform
Field NationDeveloper Platform
Pre-built ConnectorsGetting Started

PSA Platforms

CRM & Support

ERP & Project Management

Quickbase ConnectorConfigurationWorkflow Setup

Universal

PlatformsQuickbase

Quickbase Connector

Integrate Quickbase applications with Field Nation for automated work order creation and bidirectional data synchronization.


Overview

The Quickbase connector enables seamless integration between Quickbase applications and Field Nation:

  • Table-based sync: Create work orders from any Quickbase table
  • REST API integration: Modern JSON API with user tokens
  • Webhook triggers: Real-time notifications via Quickbase automations
  • Bidirectional sync: Data flows both directions automatically
  • Custom fields support: Map any Quickbase field

At a Glance

Authentication

User Token (Bearer token)

Supported Objects

Any Quickbase table in your apps

Trigger Mechanism

Quickbase Automations (webhooks)

Data Flow

Bidirectional (create, update)


How It Works

Configure Automation

Create Quickbase automation that triggers on record changes

Webhook Fires

Quickbase sends record ID to Field Nation when conditions met

Fetch Record Data

Integration Broker retrieves complete record from Quickbase REST API

Apply Mappings

Transform Quickbase record into Field Nation work order

Create Work Order

Work order created with correlation ID for bidirectional sync


Common Use Cases

Service Request Dispatch

Table: Service Requests
Trigger: Status = "Approved"
  → Work order created in Field Nation

Work Order Tracking

Table: Field Work Orders
Trigger: New record added
  → Automatic Field Nation dispatch

Status Synchronization

FN Work Order = "Completed"
  → Quickbase record Status = "Complete"
  → Completion date updated

Features

Field Mapping Capabilities

  • All Field Types: Text, numeric, date, checkbox, user, relationship
  • Formula Fields: Access calculated values
  • Related Tables: Map fields from related tables via relationships
  • Multi-select fields: Handle comma-separated values
  • File Attachments: Optional file sync

Supported Operations

Prop

Type

Description

Work Order Creation?Inbound

Create FN work order from Quickbase record

Record Updates?Outbound

Update Quickbase when FN work order changes

Bidirectional Sync?Both

Keep data synchronized in both systems


Prerequisites

Quickbase Requirements


Authentication

Quickbase uses User Token (Bearer token):

Authorization: QB-USER-TOKEN {user_token}

Generate Token:

  1. Quickbase → Profile → Manage User Tokens
  2. New User Token
  3. Select applications to grant access
  4. Copy token immediately (shown once)

Security: User tokens have same permissions as user. Create dedicated integration user with minimum required access.


Best Practices

  • ✅ Use dedicated integration user
  • ✅ Grant minimum table access needed
  • ✅ Test in sandbox app first
  • ✅ Use Quickbase automations (not external webhooks)
  • ✅ Monitor API usage limits

Limitations

  • API rate limits: 10 requests/second per user token
  • Each sync consumes 2-3 API calls
  • Complex relationships may require custom JSONNET
  • Formula fields are read-only

Last updated on

Workflow Setup

Deploy SuiteScripts and configure NetSuite workflows to trigger Field Nation work order creation.

Configuration

Configure the Quickbase connector in Field Nation with user token and table mappings.

On this page

Overview
At a Glance
How It Works
Configure Automation
Webhook Fires
Fetch Record Data
Apply Mappings
Create Work Order
Common Use Cases
Service Request Dispatch
Work Order Tracking
Status Synchronization
Features
Field Mapping Capabilities
Supported Operations
Prerequisites
Quickbase Requirements
Authentication
Best Practices
Limitations