email attachments
I know I can connect QuickBase to an email account and attach incoming emails to certain records, based on rules. But in this case, the incoming emails have an attachment (Docusign contract) and I wa...
Forum Discussion
Now we have Pipelines, I expect this should be possible. I've created a Pipeline (with the help of AI Smart Builder) that successfully triggers when I receive an email, and successfully creates a Quickbase record, but fails when I try to upload the Outlook email attachment to the Quickbase record. The Upload a File action in Pipelines asks for a URL (The source URL of the file), but my only options are Name, File Transfer Handle & Title. I was hopeful that File Transfer Handle would do the trick... but sadly it didn't. Has anyone successfully copied Outlook attachments to Quickbase records?