EMPOWER2018 Quick Base + Workato Workjam

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1 EMPOWER2018 Quick Base + Workato Workjam Prerequisites Thank you for your interest in the Workjam. We are excited to have you on board. Before you get cracking to build your very own integration, below are some instructions to get you set up before you arrive at the session. So that you can build along with us. You are also welcome to attend and observe in which case no action required! If you wish to build along, there are five things you should do before the session begins: Sign up for a Workato trial if you don t already have an account Sign up for a Quick Base Trial if you don t already have an account Sign-up for your very own Slack team at It s important you create your own personal Slack Team for this exercise so as not to to interfere with your company/organization s official Slack team. And it s free! Download the sample Event Planning Quick Base app: nning%20(sample%20app) Create connections to Quick Base, Slack and HTTP service in your Workato account Sign up for a Workato Trial Account If you do not have a Workato account then please sign up for a free trial at A free trial gives you 30-days access to full enterprise features including Workbot for Slack. The next set of steps walk you through the Workato free trial signup. Enter your address, a strong password, and click Start your free trial as per the screen below.

2 Next, you will see a few screens to help with the onboarding process. Tell us more about yourself in the next screen, and then click Start exploring recipes. Once done, you will see a list of applications that you can work with right out of the box. Let s leave this for now and get accounts for the applications that we will be connecting to during the Workjam - Quick Base and Slack. Sign up for a Quick Base Trial If you do not have a Quick Base account then please go to and click Start free trial.

3 Once you have registered, find the Sample App: Event planning. Go ahead and install the app and follow the tutorial. If you have an existing Quick Base account please install Event Planning application. Next for this Workjam - you should turn off application tokens. Please follow the instructions below: Click on Settings, and then App properties

4 Scroll down to the Advanced settings session, and uncheck Security options > Require Application Tokens. Hit Save and you are done! Sign-up for Slack Account It is important that you sign up for a personal Slack team for the purposes of this training. This is because - We don t want to interfere with our company/organization s official Slack team - Only one Workbot for Slack connection is allowed per team Sign-up for your very own Slack team at It is absolutely free! Create a connection to Quick Base in your Workato account Connecting to Quick Base in Workato is easy and straightforward. Workato handles the authentication and connection logic for you -- all you have to do is select the application, enter your login credentials and connect.

5 Users with existing accounts If you already have a Workato account, make sure that your trial has not expired. If not, please sign up for a new trial account. Once you have logged in, click the Create new recipe button on the top right of the recipe view page. Head on to the Creating a new recipe section below. Users with new trial accounts These instructions are for users who have just set up new trial accounts. If you already have a Workato account, please skip to the next section, Users with existing accounts. When getting started from the trial, Workato has designed an intuitive on-boarding experience that is meant to get your first recipe up and running in the shortest possible time. Our goal at this point is to get your apps connected as quickly as possible, so we may skip parts of the onboarding process. From the trial sign-up page, we last left off at the applications list screen which looks like this Click on Quick Base as your first app. Later we will be connecting to Workbot for Slack, so click on Workbot for Slack as well, and then Find recipes.

6 You will be presented with a list of recipes that you can use right out of the box with the Quick Base and Workbot for Slack applications. For now, let s click + Create new recipe at the top right of the page. Creating a new recipe When you click on Create new recipe, you will be brought to the recipe setup page. This page is shown when setting up any recipe in Workato. We start with setting up the Trigger, which carries out workflow actions automatically when an event occurs. If you are interested in understanding what is happening here, we are basically setting up a Quick Base trigger to carry out workflow actions when new rows are added to our tables in our Quick Base app.

7 We are now going to configure our first application, Quick Base. Click on the Application dropdown menu and select the Quick Base app. You can type Quick Base into the search bar to jump right to the app. When you are done, a new menu Trigger will appear below. Click on menu option New updated record (Real Time).

8 A button Connect will show up at the bottom. Click on Connect to enter your Quick Base app credentials. A window pop up will appear directing you to enter your credentials:

9 Connection name Sub-domain User-token authentication Username Password Enable firewall-friendly IP My Quick Base connection Quick Base sub-domain (e.g. workato-1234.quickbase.com) No Quick Base app username Quick Base app password No Once you are done, click Connect at the bottom of the pop-up window. If successful, you will be brought back to the trigger setup page, and the progress bar would advance a notch, with the words Connection successful!. If not, you will be asked to enter your credentials again. Check your credentials carefully for extra caps or redundant spaces. When you are ready to proceed, hit Next. We will configure the other aspects of the Quick Base trigger during the session. Scroll down and click on I m an expert. Skip > link at the bottom right corner (because you really have the potential to be).

10 You will then be brought to this screen, which is the main recipe view. Our task of connecting to our Quick Base application is complete! Next, we will be connecting to Workbot for Slack, and set it up to Post a message as part of the action workflow.

11 Once you have done so, head back to the recipe we left off from (or Create new recipe if you were not following the Quick Base setup). Now Click on Configure Action and Choose Workbot for Slack as the Application.

12 Next Click Connect and you will see the popup below. Fill in the Connection Name and do not fill in any of the optional fields. Click Connect at the bottom left of the popup.

13 Enter the URL for your Slack Space and Click Continue. Enter your credentials and click Sign in.

14 At this point you will be click to Authorize and you should now have a Workbot for Slack Connection. Next let us setup the HTTP connection. Click on App Connections at the top next to Recipes. Click Create a new connection and choose HTTP as the application.

15 Fill in the fields as follows: Connection name Authentication Type Header authorization My HTTP Connection header auth X-API-Key: 244dd8d0 Use SSL Certificate Enable Restricted IP Is this app in a private network No No No gateway

16 Now Click Connect and you should have a HTTP connection. You are now all set for the Workjam!

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