AccessAlly + Airtable
Create Airtable records for new AccessAlly purchases to streamline sales tracking
Keep track of your AccessAlly clients' purchases seamlessly by integrating it with Airtable. With this automation, whenever a client makes a successful purchase in AccessAlly, a new record is created in Airtable, making it easier to manage and organize your customer data. Stay organized and save time by letting this workflow handle your purchase records.
Keep track of your AccessAlly clients' purchases seamlessly by integrating it with Airtable. With this automation, whenever a client makes a successful purchase in AccessAlly, a new record is created in Airtable, making it easier to manage and organize your customer data. Stay organized and save time by letting this workflow handle your purchase records.
- When this happens...Client Successfully Makes a Purchase
Triggers when a client makes a successful purchase.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
- Free forever for core features
- 14 day trial for premium features & apps
Custom Operation IDRequired
Try ItClient Successfully Makes a Purchase
Triggers when a client makes a successful purchase.
Try ItBaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Client Opts in via an AccessAlly Form
Triggers when a client submits an AccessAlly form. The exact information is dependent on the AccessAlly Form setup, but usually includes name and email.
Try ItClient Submits Preliminary Order Form Information
Triggers when a client submits name and email information on an order form. This can be used to start an abandoned cart automation / sequence.
Try ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
