Create or update Airtable records for each new customer in mfr - field service management
Effortlessly manage your customer database with this readily available workflow. Whenever you add a new customer in your mfr - field service management app, this automation will create or update a record in Airtable. It streamlines the way you track customer information, saving you precious time and ensuring accuracy in your operations.
Effortlessly manage your customer database with this readily available workflow. Whenever you add a new customer in your mfr - field service management app, this automation will create or update a record in Airtable. It streamlines the way you track customer information, saving you precious time and ensuring accuracy in your operations.
- When this happens...New Customer
Triggers when new customer is created.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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Appointment Type
Try ItNew Location (Service Location)
Triggers when new location (service location) is available.
Try ItService Request StateRequired
Try ItAppointment typeRequired
Duration [Minutes]Required
Start date timeRequired
End date time
Appointment description
Username of techncianRequired
New Customer
Triggers when new customer is created.
Try ItNew Job
Triggers when new job was created.
Try ItEntity Id (Job)Required
Entity typeRequired
TagRequired
Customer NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Main contact first name company
Main contact last name company
Main contact phone number
Main contacts email