Skip to content
  • Airtable logoAirtable logo
  • Copilot logoCopilot logo

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.

  1. When this happens...
    CopilotCopilot
    Client Created

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

airtable logo
airtable logo

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.

Related categories

copilot logo
copilot logo

About Copilot

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

Related categories