Airtable + Insightly
Track and manage new or updated Airtable records by creating corresponding records in Insightly
Keep your sales and project data aligned. With this workflow, whenever you have a new or updated record in Airtable, it instantly creates a fresh record in Insightly. This helps you stay organized and manage your project information efficiently. It is the perfect automation to keep track of important data updates.
Keep your sales and project data aligned. With this workflow, whenever you have a new or updated record in Airtable, it instantly creates a fresh record in Insightly. This helps you stay organized and manage your project information efficiently. It is the perfect automation to keep track of important data updates.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- 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
