Airtable + Insightly
Create new Insightly records from new Airtable records
When a new record is added in Airtable, this workflow ensures that the same record is promptly created in Insightly. This process saves you time and minimizes the risk of data discrepancy between two platforms. Now you can maintain consistent data across Airtable and Insightly without having to manually input records. Improve your efficiency and data accuracy with this streamlined workflow.
When a new record is added in Airtable, this workflow ensures that the same record is promptly created in Insightly. This process saves you time and minimizes the risk of data discrepancy between two platforms. Now you can maintain consistent data across Airtable and Insightly without having to manually input records. Improve your efficiency and data accuracy with this streamlined workflow.
- 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 Record
Creates a Record
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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
