Airtable + Bkper
Create transactions in Bkper for new records in Airtable
Manage your financial records effectively with this workflow. When a new record is added in Airtable, it initiates a process that creates a corresponding transaction in Bkper. This streamlined process helps to update your bookkeeping swiftly and ensures that your financial data stays organized and accurate, eliminating the need for manual data entry.
Manage your financial records effectively with this workflow. When a new record is added in Airtable, it initiates a process that creates a corresponding transaction in Bkper. This streamlined process helps to update your bookkeeping swiftly and ensures that your financial data stays organized and accurate, eliminating the need for manual data entry.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Transaction
Create a new draft transaction
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
