Airtable + PEX

Create records in Airtable for each new purchase made in PEX

Improve your record-keeping process with this seamless workflow. Whenever a purchase is made in PEX, this automation immediately sets up a new record in Airtable. This way, every transaction from PEX finds its way into your Airtable base instantly, ensuring up-to-date record management and minimizing manual inputs. Efficiently track sales and enhance your financial reporting capabilities.

When this happens...
Purchase Is Made
Fires when a new purchase is made
TriggerPolling
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

- Only when purchase is settled by the merchant?Required
- Only when purchase is reviewed and approved by admin ?Required
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- PhoneRequired
- Date of birthRequired
- Email addressRequired
- Custom IdRequired
- Profile Address: Line 1Required
- Profile Address: Line 2
- Profile Address: CityRequired
- Profile Address: StateRequired
- Profile Address: ZipRequired
- Shipping Address: Line 1Required
- Shipping Address: Line 2
- Shipping Address: CityRequired
- Shipping Address: StateRequired
- Shipping Address: ZipRequired
- Shipping Address: Contact NameRequired
- Shipping PhoneRequired
- Shipping MethodRequired
Action
Write
- Transaction IDRequired
Action
Write
- Cardholder Account ID
- Cardholder Full Name
- Cardholder Custom ID
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
- Base IDRequired
Action
Search
- BaseRequired
Action
Search

- Cardholder Account IDRequired
- AmountRequired
Action
Write
- Cardholder Account IDRequired
Action
Write
- Tag IDRequired
- Option NameRequired
- Option ValueRequired
- Option EnabledRequired
Action
Write
- 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
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

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