Help Guide

Workbases

Workbases

Flexible databases that allow you to easily collect data from one app and use it in another.

Getting started

Send data

You can send data, including documents, from your Apps to your Workbase. Sit back and watch as your Workbase grows from intake apps or self-help tools that qualify leads.

Pull data

Pulling data into your apps is how you make your data useful. For example, you can build an app that automates a document, then pull into this app data from your Workbase so you never have to enter the same data twice.

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Your can add Apps directly to your Workbase. This allows you to select a row of data, select an app, and instantly generate documents (for example).

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