Airtable + Copilot
Create or update Airtable records with every new client created in Copilot
Keep your Airtable records updated with ease using this workflow. As soon as a new client is added in the Copilot app, the client details will be promptly added or updated in Airtable. This helps in seamless data management, saving you the resistance of manual entry while ensuring Client information is always current in your Airtable base. Say goodbye to duplicated effort and hello to greater productivity with this convenient workflow.
Keep your Airtable records updated with ease using this workflow. As soon as a new client is added in the Copilot app, the client details will be promptly added or updated in Airtable. This helps in seamless data management, saving you the resistance of manual entry while ensuring Client information is always current in your Airtable base. Say goodbye to duplicated effort and hello to greater productivity with this convenient workflow.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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List App Installs
Lists the app installs in a workspace.
Try ItClient Created
Triggers when a new client is created.
Try ItList Clients
Lists the clients.
Try ItCompany Created
Triggers when a company gets created in the Copilot for the first time
Try It
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItClient Updated
High-frequency trigger for each client user update.
Try ItQuery param to filter placeholder companies
Try It
