Airtable + Pitchbox + Filter by Zapier

Create Airtable records when new Pitchbox opportunities are won

Communication between teams can cause bottlenecks. This automation helps avoid delays by creating records in Airtable when new opportunity milestones in Pitchbox are changed to "Won." Now teams are on the same page instantly!

When this happens...
Milestone ChangeTriggers when an opportunity milestone is changed.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create RecordCreates a new record with auto-populating fields.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Pitchbox, Filter by Zapier, and more

Campaign Archived
Triggers when a campaign is archived.
Trigger
Instant
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Campaign Deleted
Triggers when a campaign is deleted.
Trigger
Instant
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New Matched Email
Triggers when an email is matched.
Trigger
Instant
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Opportunity Tagged
Triggers when a tag is added to an opportunity.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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Task Completed
Triggers when a task is marked as complete.
Trigger
Instant
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User Created
Triggers when a user is created.
Trigger
Instant
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- Url
  Required
- Campaign ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Description
  Required
- Opportunity ID
- Campaign ID
- Assigned To User ID
- Due Date
- Automatically mark as complete when opportunity receives an email reply
- Automatically mark as complete when opportunity milestone is changed
Action
Write
- Opportunity ID
  Required
- New Milestone
  Required
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email Address
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Project ID
- Name
Action
Search
- User ID
- Email Address
Action
Search
- 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

Campaign Created
Triggers when a campaign is created.
Trigger
Instant
Try It
Custom Field Updated
Triggers when a custom field is updated.
Trigger
Instant
Try It
Milestone Change
Triggers when an opportunity milestone is changed.
Trigger
Instant
Try It
Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
User Archived
Triggers when a user is archived.
Trigger
Instant
Try It
- Task ID
  Required
- Completed By User ID
  Required
Action
Write
- Opportunity ID
  Required
- Note content
  Required
Action
Write
- Opportunity ID
  Required
- Custom Field Token
  Required
- New Value
  Required
Action
Write
- Task ID
  Required
- New Name
- New Description
- New Assigned To User ID
- New Due Date
- New Autocomplete On Communication (T/F)
- New Autocomplete On Milestone (T/F)
Action
Write
- Communication ID
  Required
Action
Search
- Project ID
  Required
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity ID
  Required
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task ID
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
- 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

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.

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About Pitchbox

Pitchbox is a Link Building & Influencer Outreach Platform for SEO Agencies, Brands, and In-house Marketers.

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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