Airtable + Canopy
Update individual clients in Canopy when new or updated records are detected in Airtable
This workflow springs into action as soon as a new or updated record surfaces in Airtable, leading to an Update Individual Client activity in your Canopy app. It spares you the manual task of managing your client updates, providing a smooth, automatic experience that keeps your Canopy client information in line with your Airtable records. Boost your efficiency and streamline your operations with this simple, time-saving solution.
This workflow springs into action as soon as a new or updated record surfaces in Airtable, leading to an Update Individual Client activity in your Canopy app. It spares you the manual task of managing your client updates, providing a smooth, automatic experience that keeps your Canopy client information in line with your Airtable records. Boost your efficiency and streamline your operations with this simple, time-saving solution.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Update Individual Client
Updates a new individual client.
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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
