Create proposals in Better Proposals for new or updated records in Airtable
When a new or updated record appears in Airtable, streamline your workflow by instantly creating a proposal in Better Proposals. This integration keeps your proposal creation process efficient and seamless, eliminating manual steps and allowing you to focus on crafting the perfect proposal. Save time and improve productivity in your business proposal operations with this smart automation.
When a new or updated record appears in Airtable, streamline your workflow by instantly creating a proposal in Better Proposals. This integration keeps your proposal creation process efficient and seamless, eliminating manual steps and allowing you to focus on crafting the perfect proposal. Save time and improve productivity in your business proposal operations with this smart automation.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create a Proposal
Creates a new proposal.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type