Airtable + Cling
Create records in Airtable when new documents are sent in Cling
Elevate your organization skills with this seamless workflow. When you send a document through Cling, a new record is instantly created in Airtable. It's a straightforward way to keep track of all your sent documents, ensuring you never lose sight of important information. Enjoy a smooth, streamlined process while managing your documents and data in one place.
Elevate your organization skills with this seamless workflow. When you send a document through Cling, a new record is instantly created in Airtable. It's a straightforward way to keep track of all your sent documents, ensuring you never lose sight of important information. Enjoy a smooth, streamlined process while managing your documents and data in one place.
- When this happens...Document Sent
Triggers when a document changes status to sent.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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- 14 day trial for premium features & apps
Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
