Airtable + Canopy
Create individual clients in Canopy from new records in Airtable
Organize and streamline your client management process using this workflow. Whenever a new record is added in Airtable, it immediately creates an individual client in your Canopy app. This seamless process eliminates the need for manual data entry, saving you precious time and ensuring all your client information is in sync between both platforms. Maintain an efficient client management system and focus more on serving your clients better.
Organize and streamline your client management process using this workflow. Whenever a new record is added in Airtable, it immediately creates an individual client in your Canopy app. This seamless process eliminates the need for manual data entry, saving you precious time and ensuring all your client information is in sync between both platforms. Maintain an efficient client management system and focus more on serving your clients better.
- 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 Individual Client
Creates a new individual 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
