Airtable + Knowify

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.

When this happens...
New Client
Triggers when a new client has been added.
TriggerPolling
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
Try It
New Bill
Triggers when a new bill has been added.
Trigger
Polling
Try It
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
Try It

New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
Try It
Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
Try It

New Product
Triggers when a new trigger has been added.
Trigger
Polling
Try It
Job Closed
Triggers when a contract job has been closed
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
Try It
New Task
Triggers when a new task has been added.
Trigger
Polling
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
Action
Write
- Vendor NameRequired
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- Client NameRequired
Action
Search
- Phase NameRequired
- Project Name
Action
Search
- Job NameRequired
Action
Search
- DescriptionRequired
Action
Search
- NameRequired
Action
Search
- Vendor IdRequired
Action
Search
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
Try It
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
Try It
Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
Try It
Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
- Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
Action
Write
- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
Action
Write
- IdRequired
- NameRequired
- Business StateRequired
- Start Date
- Finish Date
- Work Order
Action
Write
- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
Action
Write
- Client IdRequired
Action
Search
- NameRequired
Action
Search
- Project IdRequired
Action
Search
- DescriptionRequired
Action
Search
- User IdRequired
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

About Airtable

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.

Learn more

Related categories

Databases

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About Knowify

Knowify is a job costing and project management platform for contractors.

Learn more

Related categories

Project Management

Related Zap Templates

Create new Airtable records for each new purchase in Knowify

Create contract jobs in Knowify for new or updated records in Airtable

Airtable + Knowify

Create records in Airtable for new clients in Knowify

New AIA Invoice

New Bill

Bill Sent for Approval

New Client

Contract Out for Signature

New Invoice Payment

Phase Scheduled

New Product

Job Closed

New Purchase

New Task

New Service Job

New Vendor

Create Client

Create Contract Job

Create Task

Create Vendor

Update Product

Find Client

Find Phase

Find Job

Find Resource

Find User

Get Vendor by Id

New or Updated Record

Create Record

Create Base

Create Table

Update Record

API Request (Beta)

Find Record by ID

Find Table by ID

Get Base Schema

New Allocation

New Bill Payment

Change Order Made Active

Contract Job Made Active

New Invoice

New Payment

Phase Status Changed

New Contract Job

Job Reopened

Submittal Approved

Task Marked Complete

Service Job Marked Complete

Create Active Contract Job

Create Product

Add Remote Document

Create Service Job

Update Phase

Update Task

Get Client by Id

Find Product

Get Job by Id

Find Task

Get User by Id

New Record

Add Comment to Record

Create Records (Advanced)

Create or Update Record

Delete Record

Update Multiple Records

Find Record

Find Table

Find Base

Find or Create Record

About Airtable

Related categories

Similar apps

Quickbase

Zoho Creator

Smartsheet

About Knowify

Related categories

Related Zap Templates

Related Zap Templates