Airtable + Canopy
Update business clients in Canopy with every new or updated record in Airtable
Streamline your client management process with this efficient Airtable to Canopy workflow. Whenever a new or updated record appears in Airtable, the same modification is mirrored in Canopy. This allows for consistent, up-to-date client data across both platforms without the need for manual entry, leaving you more time to focus on key business operations. Feel confident in the accuracy of your client data while enhancing daily productivity.
Streamline your client management process with this efficient Airtable to Canopy workflow. Whenever a new or updated record appears in Airtable, the same modification is mirrored in Canopy. This allows for consistent, up-to-date client data across both platforms without the need for manual entry, leaving you more time to focus on key business operations. Feel confident in the accuracy of your client data while enhancing daily productivity.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Update Business Client
updates a business client.
- Free forever for core features
- 14 day trial for premium features & apps
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
