Airtable + Novo

Create records in Airtable for every new transaction in Novo

Effortlessly streamline your financial record keeping with this workflow. When a new transaction takes place in your Novo account, a corresponding record is created in Airtable immediately. This efficient process helps maintain accurate financial records, without manual data entry, saving you time and reducing potential errors.

Effortlessly streamline your financial record keeping with this workflow. When a new transaction takes place in your Novo account, a corresponding record is created in Airtable immediately. This efficient process helps maintain accurate financial records, without manual data entry, saving you time and reducing potential errors.

  1. When this happens...
    NovoNovo
    New Transaction

    Trigger when a new transaction is added.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Description

    • Amount (In USD)

    • Amount should be

    Trigger
    Instant
    Try It
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
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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 moreHelp

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  • Databases

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novo logo

About Novo

Novo provides small businesses a better, more connected business bank account.
Help

Related categories

  • Accounting