Airtable + Birdeye

Create new Birdeye customers from new Airtable records

This workflow springs into action when new information is added into your Airtable. It seamlessly moves over this data to Birdeye, instantly creating a new customer profile. This process cuts out manual data entry and avoids potential errors, making your customer handling operations more efficient and reliable.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write

- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search

- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
- Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
- CRM Name
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search
- Business numberRequired
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business numberRequired
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

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About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more

Related categories

Reviews

Related Zap Templates

Create Birdeye customers from new or updated Airtable records

Related Zap Templates

Create Birdeye customers from new or updated Airtable records

Airtable + Birdeye

Create new Birdeye customers from new Airtable records

New Record

Add Comment to Record

Create Records (Advanced)

Create or Update Record

Delete Record

Update Multiple Records

Find Record

Find Table

Find Base

Find or Create Record

Cancel Appointment

Complete Appointment

New Refund

New Contact

New Lead

New Review

Review Deleted

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Integration Callback

Update Appointment

New or Updated Record

Create Record

Create Base

Create Table

Update Record

API Request (Beta)

Find Record by ID

Find Table by ID

Get Base Schema

New Appointment

New Canceled Invoice

Confirm Appointment

New Ticket

New Invoice

New Payment

No Show Appointment

Review Updated

Create Appointment

Create Invoice

Get Contact Details

Mark Invoice as Paid

Update Ticket

About Airtable

Related categories

Similar apps

Quickbase

Zoho Creator

Smartsheet

About Birdeye

Related categories

Related Zap Templates

Related Zap Templates