Keep conversations in the warehouse and let what you learn there change the next chat.
Get more done with Tidio and Quickbase integration
Read and write the Quickbase app behind a Tidio conversation without a second tab.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Databases
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Quickbase
Look up the record
A Quickbase query answers a status question with what the app actually holds.
Create a request
A conversation becomes a Quickbase record with the fields the process needs.
Attach what they sent
A photo or document from the chat lands on the Quickbase record.
Report status back
A record change can tell the person who raised it what happened.
Overview
Quickbase is where a lot of companies built the app nobody else sells: the claims tracker, the field service log, the internal register that runs a department. Support questions land against that data. Connecting Quickbase to Tidio lets an agent look up the record and create one from the conversation, with the fields the app expects. Quickbase keeps the tables, the roles and the rules that make the app work.
Key features
- Records in the chat Query the Quickbase app without switching tools.
- Records created properly A request becomes a Quickbase record with valid fields.
- Roles still apply Quickbase permissions decide what the query returns.
- Attachments handled A file sent in chat can be attached to the record.
Quickbase
Databases
Tags
Analytics & Reporting
Contact Sync
How it works
Connect Quickbase in minutes
1
Connect Quickbase and Tidio
Zapier, Integrately or Make links the two, or a service queries Quickbase and posts to the Tidio API.
2
Pick the table and fields
Query one table with a parameter, and write only the fields the app requires.
3
Let Quickbase validate
Field rules and roles stay in Quickbase, so a bad write is rejected there.
Discover more integrations
All Integrations
Send chat data to Airtable and keep every conversation next to the work it belongs to.
Query what your conversations say alongside the rest of the data in your lake.
Answer from data that lives in Databricks, and send your conversations back for analysis.
Look up records in Dynamo during a conversation and write what happens back to the table.
Answer student questions from the record Ellucian Ethos exposes, without a portal login.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Quickbase integration
How do we avoid bad data in the app?
Let Quickbase enforce it. Write through the API with the required fields populated and let field rules reject anything malformed, rather than trying to validate in the chat. Ask the conversation for exactly what the app needs and nothing more.
Can support see the whole app?
They should see one table through one query. Quickbase apps grow sideways over years, and the register somebody built for a different department is usually in there too. Scope the lookup and keep the rest behind the roles that already exist.
Is the Quickbase integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Quickbase integration.