Create records in Airtable for every new client in Sawyer Tools
Manage your new clients with greater ease and efficiency. Once a new client is added in Sawyer Tools, this workflow creates corresponding records in your Airtable, complete with line item support. It not only streamlines your client management process but also reduces manual data entry, keeping all your important information in one easy-to-access place. Increase your productivity by letting this integration handle your administrative tasks.
Manage your new clients with greater ease and efficiency. Once a new client is added in Sawyer Tools, this workflow creates corresponding records in your Airtable, complete with line item support. It not only streamlines your client management process but also reduces manual data entry, keeping all your important information in one easy-to-access place. Increase your productivity by letting this integration handle your administrative tasks.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Records (With Line Item Support)
Creates up to 10 multiple new records with line item input
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New Client
Triggers when a new client is created.
Try ItNew Order
Triggers when a customer places an order in your account.
Try ItBaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired