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How Zapier works
Zapier makes it easy to integrate UPilot with Airtable - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from UPilot.
Add your action
An action happens after the trigger—such as "Add Comment to Record" in Airtable.
You’re connected!
Zapier seamlessly connects UPilot and Airtable, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Company
Triggers when a new company is created.
Try ItTriggerInstant - Updated Deal
Triggers when an existing deal is updated.
Try ItTriggerInstant - New Task
Triggers when a new task is created.
Try ItTriggerInstant - Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Try ItTriggerPolling
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Person
Triggers when a new person is created.
Try ItTriggerInstant - BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerPolling- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
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