Create Airtable records from new Keap invoices for streamlined management
Streamline your invoicing process and improve productivity with this workflow. When a new invoice is created in Keap, a record is instantly created in Airtable. This helps keep your financial information organized and easily accessible providing a consolidated view of your invoices efficiently.
Streamline your invoicing process and improve productivity with this workflow. When a new invoice is created in Keap, a record is instantly created in Airtable. This helps keep your financial information organized and easily accessible providing a consolidated view of your invoices efficiently.
- When this happens...New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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