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Integrate Quickbase Data into Automated Tasks with Power Automate
Use CData Connect Cloud to connect to Quickbase data and integrate live Quickbase data into your Power Automate tasks.
Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Quickbase data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Quickbase data into your workflows and tasks.
CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Quickbase, allowing you to easily integrate with live Quickbase data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Quickbase, leveraging server-side processing to quickly return Quickbase data.
Configure Quickbase Connectivity for Power Automate
Connectivity to Quickbase from Power Automate is made possible through CData Connect Cloud. To work with Quickbase data from Power Automate, we start by creating and configuring a Quickbase connection.
- Log into Connect Cloud, click Connections and click Add Connection
![]( "Adding a Connection")
- Select "Quickbase" from the Add Connection panel
![]( "Selecting a data source")
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Enter the necessary authentication properties to connect to Quickbase.
User Authentication Method
To authenticate with user credentials, specify the following connection properties:
- Set the User and Password.
- If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.
User Token Authentication
To authenticate with a user token, specify the following connection properties:
- Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
![]( "Configuring a connection (Salesforce is shown)")
- Click Create & Test
- Navigate to the Permissions tab in the Add Quickbase Connection page and update the User-based permissions.
![]( "Updating permissions")
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
![]( "Creating a new PAT")
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Quickbase data from Power Automate.
Connecting to CData Connect Cloud
To use Connect Cloud to integrate Quickbase data into your Power Automate tasks, you need a new SQL Server connection:
- Log in to Power Automate
- Click Data -> Connections -> New connection
- Select SQL Server
![]( "Creating a new SQL Server Connection")
- In the connection wizard:
- Choose to connect directly
- Set SQL server name to tds.cdata.com
- Set SQL database name to the name of the Quickbase connection (e.g. QuickBase1)
- Set Username to a Connect Cloud user (e.g. user@mydomain.com)
- Set Password to the PAT for the above user
- Click Create
![]( "Connecting to Connect Cloud")
Integrating Quickbase Data into Power Automate Tasks
With the connection to Connect Cloud configured, you are ready to integrate live Quickbase data into your Power Automate tasks.
- Log in to Power Automate
- Click My flows -> New flow and choose to create the flow from blank or template
- Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
- Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
![]( "Getting Quickbase \"Rows\"")
- Configure any actions to follow and test, then save the flow
SQL Access to Quickbase Data from Cloud Applications
Now you have a direct connection to live Quickbase data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Quickbase data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.
Related Power Automate Articles
This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:
