Airtable + TOConline

Airtable + TOConline integrations

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 DocumentTriggers when a Documento de Venda is created.
TriggerPolling
automatically do this!
Create RecordCreates a new record with auto-populating fields.
ActionWrite

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More things you can do with TOConline and Airtable

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

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 number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
  Required
- Observations
- Internal observations
Action
Write

- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanism
  Required
- Received value
  Required
- Settlement package
- Receivable type
  Required
- Receivable ID
  Required
Action
Write

- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
Action
Write
- Client ID
  Required
Action
Write
- Document ID
  Required
- Type
- To email
- From email
- From name
- Subject
Action
Write
- Client ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
Action
Write
- Service ID
  Required
- Item code
  Required
- Item description
  Required
- 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 ID
  Required
Action
Write
- Client ID
Action
Search
- Status
Action
Search
- Sale document ID
Action
Search
- Service code
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

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
- Address
  Required
- City
- Postal Code
- Region
- Country ID
Action
Write
- Company ID
- Country ID
- Date
- Document Series ID
- Gross total
  Required
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable id
  Required
- Payable type
  Required
- Paid value
  Required
- Settlement percentage
- Currency id
Action
Write
- Document type
  Required
- 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 type
  Required
- Unit of measure id
Action
Write
- Document Type
  Required
- Client Name
  Required
- Item Type
- Description
  Required
- Quantity
  Required
- Unit Price
  Required
- Item ID
- Item code
Action
Write
- Tax registration number
  Required
- Business name
  Required
- 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 ID
  Required
Action
Write
- Address
  Required
- City
  Required
- Postal Code
- Region
- Country ID
- Address ID
  Required
Action
Write
- Product ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Supplier ID
  Required
- Tax registration number
  Required
- Business name
  Required
- 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 ID
  Required
Action
Search
- Sales document ID
  Required
Action
Search
- Supplier 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

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 TOConline

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

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