How to connect Better Agency + Airtable
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- New Contact AddedTriggers when a new contact is added in Better Agency.Trigger
- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
- Airtable
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Scheduled
Trigger
- Airtable
Triggers when a record is created or updated.
Scheduled
Trigger
- Airtable
Creates a new record with auto-populating fields.
Scheduled
Action
- Airtable
Creates multiple new records with line item input
Scheduled
Action
- Airtable
Update the values of specific cells in an Airtable record.
Scheduled
Action
- Airtable
Finds multiple rows (10 max) using Airtable's search syntax. Returned as line items.
Scheduled
Action
- Airtable
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Scheduled
Action
- Airtable
Find or Create Record(s)
Scheduled
Action
- Airtable
Find or Create Record
Scheduled
Action
How Better Agency + Airtable Integrations Work
- Step 1: Authenticate Better Agency and Airtable.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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