Airtable + Cash Flow Frog
Create projections in Cash Flow Frog for new records in Airtable
This workflow ensures efficient financial planning whenever there is a new record in Airtable. With this automation, a new projection is promptly created in Cash Flow Frog, saving time and minimizing potential errors in manual data transfer. Hence, this workflow helps in streamlining your finance management process and keeping your records up-to-date with ease.
This workflow ensures efficient financial planning whenever there is a new record in Airtable. With this automation, a new projection is promptly created in Cash Flow Frog, saving time and minimizing potential errors in manual data transfer. Hence, this workflow helps in streamlining your finance management process and keeping your records up-to-date with ease.
- 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 Projection
Creates a cash flow projection
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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
