Create records in Airtable for new clients in Knowify
Streamline your client onboarding process with this effective automation. When you add a new client in Knowify, a matching record is instantly created in Airtable. This improves efficiency, ensuring that all your client details are organized and easily accessible in a single, powerful database.
Streamline your client onboarding process with this effective automation. When you add a new client in Knowify, a matching record is instantly created in Airtable. This improves efficiency, ensuring that all your client details are organized and easily accessible in a single, powerful database.
- When this happens...New Client
Triggers when a new client has been added.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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