Configure Quickbase automations to trigger Field Nation work order creation when records change.
Open your Quickbase app → Settings (gear icon) → Automations
Click "+ Create a new automation"
Name: Send to Field Nation
Trigger: "When a record is created or updated"
Table: Select your table (e.g., Service Requests)
Conditions:
Status is "Approved"
OR
Send to FN checkbox is checkedAction Type: "Make a request to a webhook"
Method: POST
URL: Paste Field Nation trigger URL
Headers:
Content-Type: application/jsonBody:
{
"record_id": "[Record ID#]",
"table_id": "[Table ID]",
"app_id": "[App ID]"
}Use Quickbase merge fields (buttons in automation builder) to insert dynamic values.
Save automation → Toggle to "Active"
Quickbase → Settings → Automations → View your automation Check "Recent runs" for execution
Verify work order created with correct data
Add complex conditions:
Status = "Approved"
AND Priority ≥ High
AND NOT(Customer Name is blank)
AND Scheduled Date is not in the pastAdd checkbox field: "Synced to FN"
Automation Conditions:
Status = "Approved"
AND "Synced to FN" is NOT checkedAdd Second Action: Update record → Set "Synced to FN" = checked
Automation 1: Urgent Requests
Priority = "Urgent"
→ Immediate dispatchAutomation 2: Standard Requests
Status = "Approved"
AND Priority != "Urgent"
→ Normal dispatchQuickbase → Automations → Your automation → "Recent runs"
Review:
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