Create opportunities in BoondManager for new or updated records in Airtable
Streamline your workflow between Airtable and BoondManager with this handy process. Whenever you have a new or updated record in Airtable, it will instantly generate a new opportunity in BoondManager. This automation eliminates the need for manual data entry, ensuring a seamless transfer of information across your business tools. It's a time-saving solution that helps keep your pipeline up-to-date and your team focused on what matters most.
Streamline your workflow between Airtable and BoondManager with this handy process. Whenever you have a new or updated record in Airtable, it will instantly generate a new opportunity in BoondManager. This automation eliminates the need for manual data entry, ensuring a seamless transfer of information across your business tools. It's a time-saving solution that helps keep your pipeline up-to-date and your team focused on what matters most.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create an Opportunity
Creates an opportunity
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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
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Table NameRequired
Table Description
Primary Field Name
Primary Field Type