Airtable + Canopy
Update Airtable records whenever individual contact info is updated in Canopy
Keep your Airtable records up to date when any Individual Contact Info changes in Canopy. This workflow initiates whenever there's an update in Canopy, and a new record is then instantly created in Airtable. By eliminating manual data transfers, this automation helps you maintain accurate records with minimal effort.
Keep your Airtable records up to date when any Individual Contact Info changes in Canopy. This workflow initiates whenever there's an update in Canopy, and a new record is then instantly created in Airtable. By eliminating manual data transfers, this automation helps you maintain accurate records with minimal effort.
- When this happens...
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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- 14 day trial for premium features & apps
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.
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SpreadsheetsAbout Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.