Airtable + mfr - field service management

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.

When this happens...
New Customer
Triggers when new customer is created.
TriggerInstant
automatically do this!
Create or Update Record
Find and update an existing record, or create a new one.
ActionWrite

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Supported triggers and actions

- Appointment Type
Trigger
Instant
Try It
New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
Try It
- Service Request StateRequired
Trigger
Instant
Try It
- Service Request IDRequired
- Current Owner Email
- Current Owner ID
Action
Write
- 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
Action
Write

- Original Service Request IDRequired
- Follow-up Job Name
- Follow-up Job Description
- Job Template ID
- Service Request Type
- Clone Comments
- Clone Undone and Failed Steps
- Clone Items
- Clone All Steps
- Clone Documents
- Clone Tags
- Clone Open Appointments
- Project Id
- StartDateTime
- EndDateTime
- MFR Username
- Product List
Action
Write
- ItemType NameRequired
- ItemType IdRequired
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write

- Location NameRequired
- Location Id
- Company Id
- AddressRequired
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Time Event TypeRequired
- Duration [Minutes]
- Start Date Time
- End Date Time
- Description
- Username of TechnicianRequired
- Service Request ID
- Appointment ID
- Longitude
- Latitude
- Driving Distance
- Corrected Time
- External ID
- Is Approved
Action
Write
- Service Request IDRequired
- Job Name
- Job Description
- Job State
- Current Owner Email
- Target Time (minutes)
Action
Write
- FilenameRequired
- FileRequired
Action
Write
- Company Id
- Company Name
Action
Search
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
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

New Customer
Triggers when new customer is created.
Trigger
Instant
Try It
New Job
Triggers when new job was created.
Trigger
Instant
Try It
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Appointment typeRequired
- Duration [Minutes]Required
- Start date timeRequired
- End date time
- Appointment description
- Username of techncianRequired
Action
Write
- Customer First NameRequired
- Customer Last NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Offer ID
- Service Request ID
- Note
Action
Write
- Job IdRequired
- Report definition Code (e.g. R-212)Required
Action
Write
- Job NameRequired
- Job Id
- Customer IdRequired
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- FilenameRequired
- FileRequired
- Job IdRequired
Action
Write
- Service Request IDRequired
- Dispatch Date
- Maximum Results
- Search Radius (km)
- Include Subcontractors
- Preferred Technician ID
- Exclude Technician IDs
- Return Only Best Match
Action
Search
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest 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

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