Airtable + Firm360
Update Airtable records every time projects in Firm360 are updated
Keep your project data consistently up-to-date between Firm360 and Airtable with this efficient workflow. When any modification occurs in a project within Firm360, the matching record in Airtable is instantaneously updated, ensuring reliable and accurate data in both systems. This automation reduces manual data input, boosts your project management efficiency, and effortlessly maintains the currency of your project data across the applications.
Keep your project data consistently up-to-date between Firm360 and Airtable with this efficient workflow. When any modification occurs in a project within Firm360, the matching record in Airtable is instantaneously updated, ensuring reliable and accurate data in both systems. This automation reduces manual data input, boosts your project management efficiency, and effortlessly maintains the currency of your project data across the applications.
- When this happens...Project Updated
Triggers when project is created or status is changed.
- automatically do this!Update Record
Update a record in a specific table.
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Client Added or Updated
Triggers when client is added or updated.
Try ItNameRequired
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
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
StatusRequired
Number
Name
Project Updated
Triggers when project is created or status is changed.
Try ItClientRequired
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
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
Recurring TypeRequired
Next DateRequired
EmailRequired
ClientRequired
