Create new Airtable records for each new payment received in Keap
Streamline your financial record management with this powerful workflow. Whenever a new payment of any type is received in Keap, a corresponding record is immediately created in Airtable. It not only saves time by capturing every transaction efficiently, but also ensures no details go unrecorded, providing a clear overview of all financial activities.
Streamline your financial record management with this powerful workflow. Whenever a new payment of any type is received in Keap, a corresponding record is immediately created in Airtable. It not only saves time by capturing every transaction efficiently, but also ensures no details go unrecorded, providing a clear overview of all financial activities.
- When this happens...New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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