Airtable + TOConline

Create Airtable records from new TOConline sale documents

Streamline your sales operations with this handy workflow. Whenever a new sale document is generated in TOConline, a corresponding record is instantly created in Airtable. Get a bird's eye view, improve the accuracy of your sales data, and eliminate manual data entry, thereby allowing you to focus on closing more deals and growing your business.

When this happens...
New Sale Document
Triggers when a Documento de Venda is created.
TriggerPolling
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sale Document
Triggers when a Documento de Venda is created.
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier exists.
Trigger
Polling
Try It
- Tax registration numberRequired
- Business nameRequired
- Contact nameRequired
- Website
- Phone number
- Mobile number
- EmailRequired
- Observations
- Internal observations
Action
Write

- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanismRequired
- Received valueRequired
- Settlement package
- Receivable typeRequired
- Receivable IDRequired
Action
Write

- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
Action
Write
- Client IDRequired
Action
Write
- Document IDRequired
- Type
- To email
- From email
- From name
- Subject
Action
Write
- Client IDRequired
- Tax registration numberRequired
- Business nameRequired
- Contact nameRequired
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
Action
Write
- Service IDRequired
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Other cost
- Customs cost
- Estimated total cost
Action
Write
- Sales Receipt IDRequired
Action
Write
- Client ID
Action
Search
- Status
Action
Search
- Sale document ID
Action
Search
- Service code
Action
Search
- 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
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Purchase Document
Triggers when a new purchase document is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
- AddressRequired
- City
- Postal Code
- Region
- Country ID
Action
Write
- Company ID
- Country ID
- Date
- Document Series ID
- Gross totalRequired
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable idRequired
- Payable typeRequired
- Paid valueRequired
- Settlement percentage
- Currency id
Action
Write
- Document typeRequired
- Date
- Document series id
- Document series prefix
- Supplier ID
- Supplier tax registration number
- Supplier business name
- Supplier address detail
- Supplier postcode
- Supplier city
- Supplier country
- Due date
- Settlement expression
- Vat included prices
- Item ID
- Item code
- Description
- Quantity
- Unit price
- Tax ID
- Tax Code
- Tax percentage
- Item typeRequired
- Unit of measure id
Action
Write
- Document TypeRequired
- Client NameRequired
- Item Type
- DescriptionRequired
- QuantityRequired
- Unit PriceRequired
- Item ID
- Item code
Action
Write
- Tax registration numberRequired
- Business nameRequired
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason ID
- Self billing
- Document series ID
- Internal observations
- Tax country region
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Supplier IDRequired
Action
Write
- AddressRequired
- CityRequired
- Postal Code
- Region
- Country ID
- Address IDRequired
Action
Write
- Product IDRequired
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Supplier IDRequired
- Tax registration numberRequired
- Business nameRequired
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason id
- Self billing
- Document series id
- Internal observations
- Tax country region
- Is independent worker
- Country iso alpha 2
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Document Type
- Prefix
- Number
Action
Search
- Item code
Action
Search
- Document IDRequired
Action
Search
- Sales document IDRequired
Action
Search
- Supplier 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
- BaseRequired
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.

Learn more

Related categories

Databases

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About TOConline

TOConline is an all-in-one platform for accounting, invoicing, and business management, connecting accountants and business owners in real time.

Related categories

Accounting

Airtable + TOConline

Create Airtable records from new TOConline sale documents

New Client

New Product

New Sale Document

New Supplier

Create Client

Create Product

Create Receipt Document

Create Service

Remove Client

Send Sale/Receipt Document

Update Client

Update Service

Void Sales Receipt

Find Customer

Find Purchase Document

Find Sale Document

Find Services

New Record

Add Comment to Record

Create Records (Advanced)

Create or Update Record

Delete Record

Update Multiple Records

Find Record

Find Table

Find Base

Find or Create Record

New Payment

New Purchase Document

New Service

Create Address

Create Payment

Create Purchase Document

Create Sale Document

Create Supplier

Remove Supplier

Update Address

Update Product

Update Supplier

Find Document Series

Find Products

Find Sales Receipt

Find Document (PDF)

Find Suppliers

New or Updated Record

Create Record

Create Base

Create Table

Update Record

API Request (Beta)

Find Record by ID

Find Table by ID

Get Base Schema

About Airtable

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About TOConline

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