1.Detect new record in worksheet
Integrate Airtable and spreadsheet database tools to search your Clients table by the configured client identifier and proceed for qualifying rows.
Create client and transfer records from new entries
Automatically detect new record entries in a configured Airtable worksheet across Airtable and Formatter by Zapier. Create and update onboarding records when new transfer row appears, worksheet entry is created, or client match is missingβso you can create client records, add transfer rows, and update processing status without manual paperwork.
How this automation creates linked onboarding records
When new transfer entries appear without a linked record, delays can slow onboarding and create duplicate work. This automation finds or creates clients and then creates transfer records and writes back IDsβso your team can keep records accurate.
Airtableor swap with your favorite app
2.Formats onboarding date field
Integrate Formatter by Zapier and date formatting tools to format today into your onboarding date format for record fields.
Formatter by Zapieror swap with your favorite app
3.Create or update client record
Integrate Airtable and CRM record management to create a client when no match is found and update onboarding stage and owner.
4.Create transfer record in deposits and transfers
Integrate Airtable and record linking tools to create a deposits and transfers record and link it to the client record ID.
5.Update original transfer row
Integrate Airtable and status tracking tools to write back the new transfer record ID and update the processing status field.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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