Bluebeam channel

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.

How to connect

1. On the My pipelines page, select Create Pipeline.
2. Select the Bluebeam-Beta channel from your list of channels.
3. Select a step and Connect.
   
4. You're directed in a new window to enter your Bluebeam credentials.
   

Congrats, you've successfully connected your channel and you can start using it.

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:

1. Select a pipeline that already has this channel in it.
2. Open a step that contains this channel.
3. 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 channel.

Limits

• No triggers are provided for this channel at this time
• File support is not provided

Examples

Create a new Bluebeam project from a Quickbase record

Create a pipeline with these steps:

1. Record created step to trigger the pipeline for any new project that is added in the respective Quickbase table.
2. Create a Project step from the Bluebeam channel to create a new project in Bluebeam.
3. Update Record step to record the Bluebeam project ID in the Quickbase table.

Example YAML:

# Bluebeam - Create a Project
#

# Account slugs:
#  - quickbase[<REDACTED>]: Realm Default Account <None>
#  - bluebeam[<REDACTED>]: pipelines-accounts [<REDACTED>] <None>
---
- META:
    name: Bluebeam - Create a Project
    tag_names:
    - bluebeam
    - Quickbase
    enabled: true
- TRIGGER quickbase[<REDACTED>] record on_create -> a:
    inputs-meta:
      export_fields: '"Bluebeam Project ID, Project Name" <7, 6>'
      table: '"Bluebeam Project Manager: BB Projects" <buxpzc5hu>'
- ACTION bluebeam[<REDACTED>] project create -> b:
    inputs:
      name: '{{a.project_name}}'
- a<>ACTION quickbase record update -> c:
    inputs:
      bluebeam_project_id: '{{b.id}}'
...

Delete a Bluebeam project from a Quickbase record

Create a pipeline with these steps:

1. Record Deleted step to trigger the pipeline for any new project that is deleted from the respective Quickbase table.
2. Look Up a Project step from the Bluebeam channel to find the project to be deleted in Bluebeam.
3. Delete a Project step to delete the project from Bluebeam.

Example YAML:

# Bluebeam -Delete a Project
#

# Account slugs:
#  - quickbase[<REDACTED>]: Realm Default Account <None>
#  - bluebeam[<REDACTED>]: pipelines-accounts (<REDACTED>) <None>
---
- META:
    name: Bluebeam -Delete a Project
    tag_names:
    - bluebeam
    - Quickbase
    enabled: false
- TRIGGER quickbase[<REDACTED>] record on_delete -> a:
    inputs-meta:
      export_fields: '"Bluebeam Project ID" <7>'
      table: '"Bluebeam Project Manager: BB Projects" <buxpzc5hu>'
- LOOKUP bluebeam[<REDACTED>] project look_up -> b:
    inputs:
      id: '{{a.bluebeam_project_id}}'
- b<>ACTION bluebeam project delete -> c: {}
...

Invite a Project Collaborator from a Quickbase record

1. Record created step to trigger the pipeline for any new email address that is added in the respective Quickbase table.
2. Invite User to a Project by Email step from the Bluebeam channel to invite the new collaborator to the Bluebeam project.

Example YAML:

# Bluebeam - Invite a Project Collaborator
#

# Account slugs:
#  - quickbase[<REDACTED>]: Realm Default Account <None>
#  - bluebeam[<REDACTED>]: pipelines-accounts (<REDACTED>) <None>
---
- META:
    name: Bluebeam - Invite a Project Collaborator
    tag_names:
    - bluebeam
    - Quickbase
    enabled: true
- TRIGGER quickbase[<REDACTED>] record on_create -> a:
    inputs-meta:
      export_fields: '"Collaborator Email, BB Project - Bluebeam Project ID" <6, 9>'
      table: '"Bluebeam Project Manager: BB Project Collaborators" <buxp2namt>'
- ACTION bluebeam[<REDACTED>] project_user invite_user_to_project_by_email -> b:
    inputs-meta:
      project_id: '{{a.bb_project_bluebeam_project_id}}'
    inputs:
      email: '{{a.collaborator_email}}'
      message: Come to Pipelines and let's collaborate together!
...