Create new records in Airtable when new clients are created in Copilot
Easily manage your client data with this simple, streamlined workflow. When a new client is introduced in your Copilot software, this workflow creates a new record in your Airtable database. This process ensures all client information is consolidated in one place, thereby saving time and reducing manual data input. Efficiently keep track of client details with seamless, automatic coordination between your Copilot and Airtable tools.
Easily manage your client data with this simple, streamlined workflow. When a new client is introduced in your Copilot software, this workflow creates a new record in your Airtable database. This process ensures all client information is consolidated in one place, thereby saving time and reducing manual data input. Efficiently keep track of client details with seamless, automatic coordination between your Copilot and Airtable tools.
- 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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