Airtable + Firm360

Update Airtable records when projects in Firm360 get updated

Stay updated with your projects using this workflow. Whenever a project is modified in the Firm360 app, the changes get reflected in your Airtable record, ensuring your data stays current. It simplifies your project tracking process, giving you more time to focus on what matters – successfully completing your projects.

When this happens...
Project Updated
Triggers when project is created or status is changed.
TriggerPolling
automatically do this!
Create or Update Record
Find and update an existing record, or create a new one.
ActionWrite

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Supported triggers and actions

Client Added or Updated
Triggers when client is added or updated.
Trigger
Polling
Try It
- NameRequired
- Number
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- StatusRequired
- Tax IDRequired
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Write
- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- StatusRequired
Action
Write
- Number
- Name
Action
Search
- Client
- Name
Action
Search

- Number
- NameRequired
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- StatusRequired
- Tax IDRequired
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Search or write
- ClientRequired
- NameRequired
- Project TemplateRequired
- Assigned To
- StatusRequired
Action
Search or write

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

Project Updated
Triggers when project is created or status is changed.
Trigger
Polling
Try It
- ClientRequired
- Salutation
- First NameRequired
- Middle Name
- Last NameRequired
- Nickname
- Title
- Notes
- Date of Birth
- EmailRequired
- Tax IDRequired
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact TypeRequired
- Primary Contact FlagRequired
- Spouse Contact FlagRequired
Action
Write
- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- Recurring TypeRequired
- Next DateRequired
Action
Write
- EmailRequired
- ClientRequired
Action
Search
- Client
- Name
Action
Search
- EmailRequired
- ClientRequired
- Salutation
- First NameRequired
- Middle Name
- Last NameRequired
- Nickname
- Title
- Notes
- Date of Birth
- Tax IDRequired
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact TypeRequired
- Primary Contact FlagRequired
- Spouse Contact FlagRequired
Action
Search or write
- ClientRequired
- NameRequired
- Project TemplateRequired
- Assigned To
- Recurring TypeRequired
- Next DateRequired
Action
Search or write
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

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