Airtable + Clio
Create expense entries in Clio for new records in Airtable
Streamline your record-keeping process with this efficient workflow. Whenever a new record is added in Airtable, a corresponding expense entry gets created in Clio. By automatically linking these two platforms, this process saves you time, reduces manual data entry, and ensures your financial records are up-to-date and accurate. Ideal for law firms and other businesses that need to swiftly manage records and expenses.
Streamline your record-keeping process with this efficient workflow. Whenever a new record is added in Airtable, a corresponding expense entry gets created in Clio. By automatically linking these two platforms, this process saves you time, reduces manual data entry, and ensures your financial records are up-to-date and accurate. Ideal for law firms and other businesses that need to swiftly manage records and expenses.
- 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 Expense Entry (Activity)
Creates a new expense entry.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
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TableRequired
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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
