Create new Airtable records for newly created Copilot clients
Effortlessly manage your client information by setting up this workflow between Copilot and Airtable. Every time a new client is created in Copilot, their details will be added to an Airtable record, ensuring your client database stays organized and up-to-date. This seamless integration helps you save time and maintain accurate data across both platforms.
Effortlessly manage your client information by setting up this workflow between Copilot and Airtable. Every time a new client is created in Copilot, their details will be added to an Airtable record, ensuring your client database stays organized and up-to-date. This seamless integration helps you save time and maintain accurate data across both platforms.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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