Airtable + Firm360 integrations
Update Airtable records every time projects in Firm360 are updated
Keep your project data consistently up-to-date between Firm360 and Airtable with this efficient workflow. When any modification occurs in a project within Firm360, the matching record in Airtable is instantaneously updated, ensuring reliable and accurate data in both systems. This automation reduces manual data input, boosts your project management efficiency, and effortlessly maintains the currency of your project data across the applications.
- When this happens...Project UpdatedTriggers when project is created or status is changed.
- automatically do this!Update RecordUpdate a record in a specific table.
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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
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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