Airtable + Customer Fields

Create records in Airtable with line item support from new Customer Fields form submissions

Streamline your workflow with this seamless process. When a new form submission occurs in the Customer Fields app, corresponding records are instantly created in your Airtable app. This integration makes it easy to capture all relevant information in one place, enhancing efficiency and ensuring no detail is missed. Great for teams looking to optimize data management from customer interactions.

When this happens...
New Form Submission
Triggers when a customer submits a form.
TriggerInstant
automatically do this!
Create Records (Advanced)
Create up to 10 new records (supports line items).
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- Customer IDRequired
Action
Write
- Search fieldRequired
- Search valueRequired
Action
Search

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
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- BaseRequired
- TableRequired
Action
Write

- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search

- FormRequired
Trigger
Instant
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- Event nameRequired
- Event detail keys
Trigger
Instant
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- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Customer IDRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Search fieldRequired
- Search valueRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Search or write
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

About Airtable

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