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Airtable + Copilot

Create records in Airtable for new Copilot clients

Looking for a way to automatically create records in Airtable when new clients are added in Copilot? This Zapier integration is here to simplify your workflow. When a new client is created in Copilot, this automation will add a corresponding record in Airtable, allowing you to manage your client information seamlessly. Say goodbye to manual data entry and keep your records organized with this powerful integration.

Looking for a way to automatically create records in Airtable when new clients are added in Copilot? This Zapier integration is here to simplify your workflow. When a new client is created in Copilot, this automation will add a corresponding record in Airtable, allowing you to manage your client information seamlessly. Say goodbye to manual data entry and keep your records organized with this powerful integration.

  1. When this happens...
    CopilotCopilot
    Client Created

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Copilot triggers, actions, and search

    List App Installs

    Lists the app installs in a workspace.

    Trigger
    Scheduled
    Try It
  • Copilot triggers, actions, and search

    Company Created

    Triggers when a company gets created in the Copilot for the first time

    Trigger
    Instant
    Try It
  • Copilot triggers, actions, and search

    Client Activated

    Triggers when a client authenticates in the Copilot for the first time

    Trigger
    Instant
    Try It
  • Copilot triggers, actions, and search

    Client Custom Fields Updated

    Triggers only when a client user has updates to custom fields.

    Trigger
    Instant
    Try It
  • Copilot triggers, actions, and search

    Client Updated

    High-frequency trigger for each client user update.

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

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  • Databases

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About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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