Create new FacturaDirecta clients from new Airtable records
Experience the ease of managing your clients with this workflow. Once a new record is added in Airtable, it promptly initiates the process to create a new client in FacturaDirecta. This helps in eliminating manual data entry and ensures the accurate transfer of details for every client in your record. Streamline your client management process and enhance efficiency with this reliable automation.
Experience the ease of managing your clients with this workflow. Once a new record is added in Airtable, it promptly initiates the process to create a new client in FacturaDirecta. This helps in eliminating manual data entry and ensures the accurate transfer of details for every client in your record. Streamline your client management process and enhance efficiency with this reliable automation.
- 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 Client
Triggers when a new contact is added.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
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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