Beta
This is a beta feature, which means we’re still developing it. Some functionality might change.
To get access, register at quickbase.com/beta. After you register, we’ll contact you if you’re a match for the program. Contact your account team to learn more.
Use the Bluebeam channel to integrate with Bluebeam Studio and Bluebeam Revu to automate your collaboration sessions and projects, and gather data on project files.
In this article
How to connect
- On the My pipelines page, select Create Pipeline.
- Select the Bluebeam-Beta channel from your list of channels.
- Select the Invoke an Operation step and Connect.
- You're directed to a window to enter your Bluebeam credentials.
- If you're successfully connected, you'll receive the message: "Channel connected. Please close this window and all other pop-ups and refresh the main Pipelines page to get access to the channel features."
You can close the window. - Refresh the page with your pipeline. Your pipeline will have an exclamation mark.
- Expand the pipeline, and in the Bluebeam-Beta account field, select the account you just connected.
Congrats, you've successfully connected your channel and you can start using it.
If any of the steps fail, try again. The channel may connect immediately, or you might need to repeat the steps. We apologize for any inconvenience and thank you for your understanding as we work to improve the user experience during beta.
How to reconnect
You may need to reconnect your account to a channel. Reasons may be (but not limited to):
- If you need to connect a different account.
- Authorization updates, such as a changed password.
- Editing the access rights that Pipelines has to the channel.
To reconnect:
- Select a pipeline that already has this channel in it.
- Open a step that contains this channel.
- Under account, select Connect (or reconnect) and follow the process above, How to connect.
Steps
This table lists the steps you can use with the Bluebeam beta.
| Type | Category | BlueBeam Actions | Description | Additional notes |
|---|---|---|---|---|
| Action | Sessions | Create a Studio Session | This action initiates a new Studio Session, allowing users to collaborate on documents in real-time. | |
| Action | Sessions | Get all Studio Sessions | This action retrieves a list of all existing Studio Sessions. | Additional fields dropdown is not needed since all of the inputs are not required. |
| Action | Session | Get a single Studio Session metadata | This action fetches metadata for a specific Studio Session. | |
| Action | Sessions | Update a Studio Session | This action updates the details of an existing Studio Session. | |
| Action | Sessions | Delete a Studio Session | This action deletes a Studio Session from the system. | |
| Action | Session Activity | Create a Studio Session activity | This action logs a new activity within a Studio Session. | |
| Action | Session Activity | Get all Studio Session activities | This action retrieves a list of all activities within a Studio Session. | |
| Action | Session Activity | Get a Studio Session activity | This action fetches details of a specific activity within a Studio Session. | |
| Action | Session Files | Update Studio Project copy | This action updates a copy of a Studio Project file. | Comment is a required parameter. |
| Action | Session Files | Start Studio Session document snapshot job. | This action initiates a job to create a snapshot of a document within a Studio Session. | |
| Action | Session Files | Get all files in a Studio Session | This action retrieves a list of all files within a Studio Session. | |
| Action | Session Files | Get Studio Session file metadata. | This action fetches metadata for a specific file within a Studio Session. | |
| Action | Session Files | Get metadata on Studio Session document snapshot job. | This action retrieves metadata for a document snapshot job within a Studio Session. | |
| Action | Session Files | Delete a Studio Session file | This action deletes a file from a Studio Session. | |
| Action | Session Users | Invite user to Studio Session by email | This action sends an invitation to a user to join a Studio Session via email. | |
| Action | Session Users | Add user to a Studio Session | This action adds a user to an existing Studio Session. | |
| Action | Session Users | Get all users in a Studio Session | This action retrieves a list of all users participating in a Studio Session. | |
| Action | Session Users | Get a single user in a Studio Session | This action fetches details of a specific user within a Studio Session. | |
| Action | Session Users | Update user in a Studio Session | This action updates the details of a user within a Studio Session. | All of the parameters are required. |
| Action | Session Permissions | Studio Session permissions | This action retrieves the permissions settings for a Studio Session. | |
| Action | Session Permissions | Update Studio Session permissions | This action updates the permissions settings for a Studio Session. | If Allow parameter is set to Default - it does not update. |
| Action | Session User Permissions | Get Studio Session user permissions | This action retrieves the permissions settings for a specific user within a Studio Session. | |
| Action | Session User Permissions | Update Studio Session user permissions | This action updates the permissions settings for a specific user within a Studio Session. | If Allow parameter is set to Default - it does not update. |
| Action | Projects | Create a project. | This action initiates a new project within the system. | |
| Action | Projects | Get all projects | This action retrieves a list of all existing projects. | |
| Action | Projects | Get a single project | This action fetches details of a specific project. | |
| Action | Projects | Update a project | This action updates the details of an existing project. | |
| Action | Projects | Delete a project | This action deletes a project from the system. | |
| Action | Project Files | Checkout file for modification | This action checks out a file for modification within a project. | |
| Action | Project Files | Checkout project file to Studio Session. This operation will link a project to a Session. | This action checks out a project file to a Studio Session, linking the project to the session. | |
| Action | Project Files | Copy a file | This action creates a copy of a file within a project. | All of the parameters must be set up. |
| Action | Project Files | Get file metadata by path. Includes DownloadUrl which can be used to download file content. | This action retrieves metadata for a file based on its path, including a DownloadUrl for file content. | |
| Action | Project Files | Get file metadata. Includes DownloadUrl which can be used to download file content. | This action fetches metadata for a specific file, including a DownloadUrl for file content. | |
| Action | Project Files | Delete a project file | This action deletes a file from a project. | |
| Action | Project File Revisions | Restore file revision | This action restores a previous revision of a file within a project. | |
| Action | Project File Revisions | Get all file revisions | This action retrieves a list of all revisions for a specific file. | |
| Action | Project File Revisions | Get a file revision metadata. Includes DownloadUrl which can be used to download file content. For DownloadUrl of most recent revision use Get /v1/projects/{PublicId}/files/{id} | This action fetches metadata for a specific file revision, including a DownloadUrl for file content. | |
| Action | Project Folders | Create a new empty project folder | This action creates a new empty folder within a project. | |
| Action | Project Folders | Get project folder metadata. Use 0 to get the project's root folder. | This action retrieves metadata for a specific project folder. Use 0 to get the project's root folder. | |
| Action | Project Folders | Get files and/or folders contained within specified folder. Use 0 to get the project's root folder items. | This action retrieves a list of files and/or folders within a specified folder. Use 0 to get the project's root folder items. | |
| Action | Project Folders | Update project folder. To move the folder, change its parent folder id. | This action updates the details of a project folder. To move the folder, change its parent folder id. | |
| Action | Project Folders | Delete a project folder | This action deletes a folder from a project. | |
| Action | Project Folder Permissions | Get project folder permission. Will return an empty string if permission is not set. | This action retrieves the permissions settings for a specific project folder. Will return empty string if permission is not set. | |
| Action | Project Folder Permissions | Update project folder permissions. Permission types: Hidden, Read, ReadWrite, ReadWriteDelete. Set Permission to null to inherit permission from parent folder. |
This action updates the permissions settings for a project folder. Permission types: Hidden, Read, ReadWrite, ReadWriteDelete. Set Permission to null to inherit permission from parent folder. |
|
| Action | Project Users | Invite user to project by email | This action sends an invitation to a user to join a project via email. | This operation is the same as "add user to a project", however it has less fields and information. |
| Action | Project Users | Add user to a project | This action adds a user to an existing project. | |
| Action | Project Users | Get all users in a project | This action retrieves a list of all users participating in a project. | |
| Action | Project Users | Get a single user in a project | This action fetches details of a specific user within a project. | |
| Action | Project Users | Update user in a project | This action updates the details of a user within a project. | |
| Action | Project Users | Remove user from project | This action removes a user from a project. | |
| Action | Project Permissions | Get project permissions | This action retrieves the permissions settings for a project. | |
| Action | Project Permissions | Update project permissions. Set value to allow, deny, or default |
This action updates the permissions settings for a project. Set value to allow, deny, or default. |
|
| Action | Project Shared Links | Create a shared link for a project file | This action generates a shared link for a specific project file. | |
| Action | Project Shared Links | Get all shared links in a project | This action retrieves a list of all shared links within a project. | |
| Action | Project Shared Links | Get shared link metadata | This action fetches metadata for a specific shared link. | |
| Action | Project Shared Links | Update shared link. Can be used to disable or hide shared link |
This action updates the details of a shared link. Can be used to disable or hide shared link. |
|
| Action | Project Shared Links | Delete shared link | This action deletes a shared link from a project. | |
| Action | Project User Permissions | Get project user permissions | This action retrieves the permissions settings for a specific user within a project. | |
| Action | Project User Permissions | Update project user permissions. Permission types: CreateSessions, UndoCheckouts, Invite, ManageParticipants, ManagePermissions, FullControl, ShareItems. Set value to allow, deny, or default |
This action updates the permissions settings for a specific user within a project. Permission types: CreateSessions, UndoCheckouts, Invite, ManageParticipants, ManagePermissions, FullControl, ShareItems. Set value to allow, deny, or default. |
|
| Action | Jobs | Get a list of jobs | This action retrieves a list of all existing jobs. | |
| Action | Jobs | Get a single job metadata | This action fetches metadata for a specific job. | |
| Action | Jobs | Cancel a job | This action cancels an existing job. | |
| Action | Job Results | Get a list of all job results metadata | This action retrieves a list of metadata for all job results. | |
| Action | Job Results | Get a single job result metadata | This action fetches metadata for a specific job result. | |
| Action | Project File Jobs | Combines the PDF file with a list of other PDF files | This action merges a PDF file with a list of other PDF files. | Works only if all fields are filled in (all fields are required, however there are not all marked as required because the BlueBeam API is not marking them) |
| Action | Project File Jobs | Deletes pages from a PDF file | This action deletes specific pages from a PDF file. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Exports the Custom Column definition of the PDF file to an .xml file | This action exports the custom column definitions of a PDF file to an XML file. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Exports the form data from the PDF file to a .xml, .csv, or .fdf file | This action exports the form data from a PDF file to an XML, CSV, or FDF file. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Exports the PDF file markups to an output file. | This action exports the markups from a PDF file to an output file. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Creates a job that will return the PDF file properties. | This action creates a job to return the properties of a PDF file. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Sets the value for the specified property in the PDF file. | This action sets the value for a specified property in a PDF file. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Creates a job that will return the value of a specified file property. | This action creates a job to return the value of a specified file property. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Flattens the annotation to be part of the page content, for a given PDF file. | This action flattens the annotations to be part of the page content in a PDF file. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Converts an Image file to PDF. | This action converts an image file to a PDF file. | All of the parameters must be set up. |
| Action | Project File Jobs | Imports the markups from a list of files into the input PDF file. | This action imports the markups from a list of files into the input PDF file. | All of the parameters must be set up. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Inserts a PDF file into the active PDF file using the specified parameters to control what additional data to be imported, such as bookmarks, file attachments, and file properties. | This action inserts a PDF file into the active PDF file, using specified parameters to control the additional data to be imported, such as bookmarks, file attachments, and file properties. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Creates a job that will generate the list of the markups from the PDF file. | This action creates a job to generate a list of the markups from a PDF file. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Creates a job that will return the number of pages in the PDF file. | This action creates a job to return the number of pages in a PDF file. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Reduces the file size of the PDF file. | This action reduces the file size of a PDF file. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Replaces pages in the current PDF file with pages from the source PDF file. | This action replaces pages in the current PDF file with pages from the source PDF file. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Converts the current PDF document into a PDF/A-1b document. | This action converts the current PDF document into a PDF/A-1b document. | All of the parameters must be filled in. If the file does not have a password you need to set a null value. |
| Action | Project File Jobs | Extracts all pages inside the PDF file to individual PDF files. | This action extracts all pages inside a PDF file to individual PDF files. | All of the parameters must be set up. If the file does not have a password set a null value. |
| Action | Project File Jobs | Retrieves the file properties list generated by the 'fileproperties' job. | This action retrieves the file properties list generated by the 'fileproperties' job. | |
| Action | Project File Jobs | Retrieves the value generated by the 'filepropertyvalue' job. | This action retrieves the value generated by the 'filepropertyvalue' job. | |
| Action | Project File Jobs | Retrieves the markup list generated by the 'markuplist' job. | This action retrieves the markup list generated by the 'markuplist' job. |
Limits
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The file size limit is 1MB
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We currently do not provide triggers for this channel