Create new JobTread customers from new Airtable records
Effortlessly streamline your customer onboarding process with this robust workflow. When new records are added in Airtable, customer profiles are simultaneously created in JobTread, saving you time and reducing chances for error. Leverage this solution to transform data transfer into a seamless action and boost your business operations.
Effortlessly streamline your customer onboarding process with this robust workflow. When new records are added in Airtable, customer profiles are simultaneously created in JobTread, saving you time and reducing chances for error. Leverage this solution to transform data transfer into a seamless action and boost your business operations.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
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TableRequired
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Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
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Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
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Table NameRequired
Table Description
Primary Field Name
Primary Field Type