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.
- When this happens...Project UpdatedTriggers when project is created or status is changed.
- automatically do this!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
- Client Added or Updated
Triggers when client is added or updated.
Try ItTriggerPolling - NameRequired
- Number
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- StatusRequired
- Tax IDRequired
- 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
ActionWrite- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- StatusRequired
ActionWrite- Number
- Name
ActionSearch
- Project Updated
Triggers when project is created or status is changed.
Try ItTriggerPolling - ClientRequired
- Salutation
- First NameRequired
- Middle Name
- Last NameRequired
- Nickname
- Title
- Notes
- Date of Birth
- EmailRequired
- Tax IDRequired
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact TypeRequired
- Primary Contact FlagRequired
- Spouse Contact FlagRequired
ActionWrite- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- Recurring TypeRequired
- Next DateRequired
ActionWrite- EmailRequired
- ClientRequired
ActionSearch
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