Airtable + Roofr
Create Roofr jobs and customers from new Airtable records
Easily manage new projects and clients in your roofing business with this Airtable to Roofr automation. Once set up, whenever a new record is added to your Airtable, it will create a job and customer in Roofr. Simplify your project management process and save time by letting this workflow handle the tasks for you.
Easily manage new projects and clients in your roofing business with this Airtable to Roofr automation. Once set up, whenever a new record is added to your Airtable, it will create a job and customer in Roofr. Simplify your project management process and save time by letting this workflow handle the tasks for you.
- 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 Job and Customer
Creates a job and customer on Roofr.
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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
