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Airtable + Firm360

Airtable + Firm360

Airtable + Firm360 integrations

Update Airtable records when projects in Firm360 get updated

Stay updated with your projects using this workflow. Whenever a project is modified in the Firm360 app, the changes get reflected in your Airtable record, ensuring your data stays current. It simplifies your project tracking process, giving you more time to focus on what matters – successfully completing your projects.

  1. When this happens...
    Project Updated
    Project Updated
    Project UpdatedTriggers when project is created or status is changed.
  2. automatically do this!
    Create or Update Record
    Create or Update Record
    Create or Update RecordFind and update an existing record, or create a new one.
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More things you can do with Firm360 and Airtable

Discover other triggers and actions you can use with Firm360 and Airtable

  • Firm360 triggers, actions, and search
    Client Added or Updated

    Triggers when client is added or updated.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Number
    • Entity Type
      Required
    • Partner In Charge
      Required
    • Manager
    • Bookkeeper
    • Terms
      Required
    • Status
      Required
    • Tax ID
      Required
    • Tags
    • State Tax ID
    • Notes
    • Registration Date
    • Industry
    • Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Invoice Delivery Method
    • CapitalizationPolicy
    • Accounting Basis
    • Communication Preference
    • Delivery Method
    • Location
    • Parent Billing Client
    • Fiscal Year End
    • Referred By
    • Custom Fields
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Status
      Required
    Action
    Write
    • Number
    • Name
    Action
    Search
    • Client
      Required
    • Salutation
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Nickname
    • Title
    • Notes
    • Date of Birth
    • Email
      Required
    • Tax ID
      Required
    • Home Phone
    • Work Phone
    • Mobile Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • State Drivers License Numeber
    • State Drivers License Expiration
    • Contact Type
      Required
    • Primary Contact Flag
      Required
    • Spouse Contact Flag
      Required
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Recurring Type
      Required
    • Next Date
      Required
    Action
    Write
    • Email
      Required
    • Client
      Required
    Action
    Search
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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.
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About Firm360
Firm360 is an all-in-one practice management system for accounting firms.
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