Say goodbye to application and data silos! QuickBase has a new partnership with Workato, an enterprise-grade integration service, to extend its integration and workflow automation capabilities. Workato enables you to integrate QuickBase with 150+ apps, including Salesforce, Zendesk, Slack, SurveyMonkey, SAP, Google Sheets - without writing a single line of code. Come learn about ways to leverage this powerful and versatile service to solve your integration and workflow automation needs. You'll learn how to: Connect QuickBase to cloud and on-premise apps with drag and drop Transform data and securely send it in any direction across QuickBase and other apps Automate workflows and processes across QuickBase and other apps Easily create complex business logic, including conditional actions and looping through related records Trigger actions based on events or a schedule See Workato in action and get inspired by QuickBase customers who have already begun streamlining processes and saving thousands of work hours a week.

1. QuickBase Confidential and Proprietary1
QuickBase + Workato = Smarter Apps
Integrating QuickBase with
Hundreds of Apps via Workato

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Speakers
Amlan Debnath
VP, Customer &
Partner Success
Workato
Mariana
St.Germain
Product Marketing
QuickBase
Mark Field
Product Management
QuickBase
James Cosman
President
VeilSun
Rich Crum
CEO
VeilSun
Markus Zirn
VP, Business
Development
Workato

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What group within your organization do
you work for?
• Information Technology
• Line of business
• Business operations
• Other
Quick Poll #1

4. QuickBase Confidential and Proprietary4
Choose the highest level of your technical
skills?
• PowerPoint and basic Excel skills
• Intermediate to advanced Excel skills
(macros, pivot tables)
• Web skills (HTML, CSS, JavaScript)
• Coding skills (.NET, C#, Java)
• Mobile native (Objective-C, Java, XAML)
Quick Poll #2

5. QuickBase Confidential and Proprietary5
Think of the first QuickBase app you’d you like to
integrate. What type of app is it?
• Asset tracking
• Business analytics
• CRM or sales management
• Customer service management
• Inventory and order management
• IT service management/helpdesk
• Learning/training management
• Project, portfolio and program management
• Other
Quick Poll #3

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QuickBase Integration Options
Time & Effort
Bring data into QuickBase and
keep it automatically in sync.
Create integration flows within
minutes with third-party tools.
Build your data or app integration
with the web-based QuickBase API.
Short on time or resources? Find a
QuickBase Solution Provider.
Data Integration App Integration
Solution Providers
& Add-ons
Custom Integration
Build Integration In-House
Get Assistance or Outsource Project

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Extending QuickBase’s
Integration & Automation Capabilities
CEO Keynote Product Keynote

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Why Workato?
• Integration and cloud experts
• No-code integrations
• Enterprise-class platform
• Supports sophisticated use cases
150+ Apps & Growing
Award Winning

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Today’s News: Forrester iPaaS Wave
#1 in Platform Power
#1 in Product Strategy
#1 in Low Cost

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Gartner on Workato
“Workato is cool because it allows
employees to write cross-
application workflows...”
“…[Workato has the] ability to
support a wide range of
integration challenges…”
“Workato demonstrates that this
goal [of citizen development] is
becoming achievable”
“Directors of integration should
look at platforms such as
Workato because of their
ability to support a wide range
of integration challenges via a
self-service toolset that
enables different classes of IT
and business users.”

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Workato & Other Integration Services
Simplicity
Enterprise Power

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What Can It Do?
• Connect to multiple apps at a time
• Connect to on-premise apps, DBs, files
• Connect to any REST endpoint
• Bi-directional real-time & batch data sync
• Transform data along the way
• Branch based on conditions
• Loop through related records
• Trigger on events or a schedule
• Stop & wait for things to happen
• The best support for QuickBase integration
Example “Recipe”

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Cura Deuda: Business Automation
“Thanks to the flexibility of QuickBase and
Workato, we created a drip marketing and
lead conversion automation that helped us
map the customer journey, convert leads
into customers and keep sales reps
productive, while eliminating manual data
entry, at a fraction of the cost for packaged
solutions.”
~ Daniel Carvallo, Co-founder, Cura Deuda

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Let’s Take a Look

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Common Integration Points
8 Clients
QuickBas
e
22 Active
Recipes
QuickBas
e

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Use Cases
A National Bank
• QuickBase/QuickBase Triggers/Google
Maps
• Automate taskcreation
• Create change logs
• Calculate mileage logs
Legal Services
• QuickBase/Capsule CRM
• New Case in Capsule Triggers project
workflow in QuickBase
Construction Company
• QuickBase/QuickBooks Online
• Integrate Customers,Jobs, Invoices,
and payments received
Private Lender
• QuickBase/Knack
• Connects their client portal to
QuickBase so theycan manage their
loan process
Pharma PM Firm
• QuickBase-to-QuickBase
• Automatingtaskcreation
• Automatingtimesheets
Green Construction
• QuickBase/QuickBooks Online
• Automation ofInvoicing

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Want to learn more?
• Check out www.workato.com/quickbase.
• Chat with your account manager or your QSP.
Now What?
Ready to roll-up your sleeves?
• Start a free 30-day trial at www.workato.com/quickbase.
Interested but have no time or resources for the project?
• Reach out to VeilSun to learn how they can help at bit.ly/veilsun.

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Thank you!