Airtable + Financial Cents
Create or update Airtable records for new clients in Financial Cents
Streamline your client management with this seamless workflow. When you add a new client to Financial Cents, this workflow will simultaneously create or update their record in Airtable. This easy and efficient process ensures your records are always up-to-date, eliminating manual data entry and enhancing your productivity.
Streamline your client management with this seamless workflow. When you add a new client to Financial Cents, this workflow will simultaneously create or update their record in Airtable. This easy and efficient process ensures your records are always up-to-date, eliminating manual data entry and enhancing your productivity.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
NameRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
NameRequired
