Create Airtable records from new Clio bills
Manage your financial processes seamlessly with this efficient workflow. When a new bill is added in Clio, a record is instantly created in Airtable. This simple yet powerful automation ensures all your billing information is readily available and organized in a central location, enhancing your data management and saving you time.
Manage your financial processes seamlessly with this efficient workflow. When a new bill is added in Clio, a record is instantly created in Airtable. This simple yet powerful automation ensures all your billing information is readily available and organized in a central location, enhancing your data management and saving you time.
- When this happens...New Bill
Triggers when a new bill is created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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