Airtable + Clio
Create new Clio person contacts from new Airtable records
Save time and ensure accuracy with this workflow. When a new record is added in Airtable, a corresponding person contact is immediately created in Clio. This workflow not only eliminates the need for manual data entry, but it also prevents duplication and ensures your contacts are always up-to-date. Say goodbye to back-and-forth between platforms and hello to streamlined operations.
Save time and ensure accuracy with this workflow. When a new record is added in Airtable, a corresponding person contact is immediately created in Clio. This workflow not only eliminates the need for manual data entry, but it also prevents duplication and ensures your contacts are always up-to-date. Say goodbye to back-and-forth between platforms and hello to streamlined operations.
- 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 Person Contact
Creates a person contact.
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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
