Airtable + TeamUp

Create new Airtable records whenever new customers are created in TeamUp

Use this workflow to instantly digitize your new TeamUp customer data. As soon as a new customer is added on TeamUp, their details are listed on your Airtable as a record. This efficient organization of information aids in managing customer data easily and ensures you can access updated records quicker. Boost your customer relationship management with this streamlined process.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Trigger
Instant
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Class Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Trigger
Instant
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Class Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Customer Membership Completed
Triggers when a pack customer membership is complete, which is when the last usage has been used. This triggers as soon as the customer books into the class.
Trigger
Instant
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Customer Membership Ended
Triggers when a customer membership for a recurring or prepaid plan ends due to the expiration date being reached. For packs, this triggers on the pack's expiration date or the date of the last class booked using the pack, whichever comes first.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Referral Confirmed
Triggers when a referral is confirmed by the business.
Trigger
Instant
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- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
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- 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
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

Class Registration
Triggers when a customer is registered for a class.
Trigger
Instant
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Class Attendee No-Showed
Triggers when an attendee is marked as no showed.
Trigger
Instant
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Course Session Ended
Triggers when a course session ends.
Trigger
Instant
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Customer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
Trigger
Instant
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Customer Membership Created
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
Trigger
Instant
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- Include customer membership starts that happened in the past
Trigger
Instant
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Class or Appointment Ended
Triggers when a class or appointment ends.
Trigger
Instant
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Referral Created
Triggers when a referral is created. Meaning, when one customer signs up using another customer's referral code or the business manually marked a customer as being referred by a different customer.
Trigger
Instant
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- 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
- BaseRequired
Action
Search

About Airtable

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