Airtable + PEX

Airtable + PEX integrations

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 MadeFires when a new purchase is made
TriggerPolling
automatically do this!
Create RecordCreates a new record with auto-populating fields.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with PEX and Airtable

Discover other triggers and actions you can use with PEX and Airtable

- Only when purchase is settled by the merchant?
  Required
- Only when purchase is reviewed and approved by admin ?
  Required
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date of birth
  Required
- Email address
  Required
- Custom Id
  Required
- Profile Address: Line 1
  Required
- Profile Address: Line 2
- Profile Address: City
  Required
- Profile Address: State
  Required
- Profile Address: Zip
  Required
- Shipping Address: Line 1
  Required
- Shipping Address: Line 2
- Shipping Address: City
  Required
- Shipping Address: State
  Required
- Shipping Address: Zip
  Required
- Shipping Address: Contact Name
  Required
- Shipping Phone
  Required
- Shipping Method
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Cardholder Account ID
- Cardholder Full Name
- Cardholder Custom ID
Action
Search
- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to view
- Include file contents?
Trigger
Polling
Try It

- Base
  Required
- Table
  Required
Action
Write
- Name
  Required
- Workspace ID
  Required
- Number of Tables
  Required
Action
Write

- Base
  Required
- Table Name
  Required
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Record ID
  Required
Action
Search
- Base
  Required
- Table ID
  Required
Action
Search
- Base ID
  Required
Action
Search
- Base
  Required
Action
Search

- Cardholder Account ID
  Required
- Amount
  Required
Action
Write
- Cardholder Account ID
  Required
Action
Write
- Tag ID
  Required
- Option Name
  Required
- Option Value
  Required
- Option Enabled
  Required
Action
Write
- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
- Record
  Required
- Comment
  Required
Action
Write
- CacheCopy
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Help Text
- Primary lookup field
  Required
- Secondary lookup field
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Number of Records
  Required
Action
Write
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- Base
  Required
- Search Keyword
  Required
- Search In
Action
Search
- Search Keyword
  Required
Action
Search
- Base
  Required
- Table
  Required
Action
Search
- Base
  Required
- Table
  Required
- 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 moreLearn moreHelpHelp

Related categories

Databases

Similar apps

Quickbase

App Builder

Zoho Creator

App Builder, Zoho

Smartsheet

Spreadsheets

About PEX

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

HelpHelp

Related categories

Payment Processing

Related Zap Templates

A new record in Airtable creates a new tag option in PEX

Related Zap Templates

A new record in Airtable creates a new tag option in PEX