Airtable + BoondManager

Create opportunities in BoondManager for new or updated records in Airtable

Streamline your workflow between Airtable and BoondManager with this handy process. Whenever you have a new or updated record in Airtable, it will instantly generate a new opportunity in BoondManager. This automation eliminates the need for manual data entry, ensuring a seamless transfer of information across your business tools. It's a time-saving solution that helps keep your pipeline up-to-date and your team focused on what matters most.

Streamline your workflow between Airtable and BoondManager with this handy process. Whenever you have a new or updated record in Airtable, it will instantly generate a new opportunity in BoondManager. This automation eliminates the need for manual data entry, ensuring a seamless transfer of information across your business tools. It's a time-saving solution that helps keep your pipeline up-to-date and your team focused on what matters most.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerScheduled
  2. automatically do this!
    BoondManagerBoondManager
    Create an Opportunity

    Creates an opportunity

    ActionWrite
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Supported triggers and actions

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Primary lookup fieldRequired

    • Secondary lookup field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger