Airtable + Holded
Create records in Airtable for every new sales invoice in Holded
Keep your sales record up to date by connecting Holded and Airtable. This workflow starts when a new sales invoice is initiated in Holded. Following this, a new record is created in Airtable, consolidating your sales data efficiently. It's an ideal solution to maintain a precise record of your financial transactions without manual data entry. Stay organized and enhance your productivity with this smooth process.
Keep your sales record up to date by connecting Holded and Airtable. This workflow starts when a new sales invoice is initiated in Holded. Following this, a new record is created in Airtable, consolidating your sales data efficiently. It's an ideal solution to maintain a precise record of your financial transactions without manual data entry. Stay organized and enhance your productivity with this smooth process.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
