Airtable + iClosed

Create new records in Airtable when new contacts are triggered in iClosed

Arrange your workflow for seamless data organization. Whenever you have a new potential contact in the iClosed platform, the information can instantly get logged as a new record in your Airtable app. This streamlined automation process saves you valuable time and ensures nothing slips through the cracks, helping you to effectively manage potential client data.

When this happens...
Contact Updated
Triggers when a contact is updated.
TriggerInstant
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

- Custom Field IDRequired
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write

- Event Call IDRequired
- Cancel Reason
Action
Write
- Contact IDRequired
- NotesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
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- 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

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call OutcomeRequired
- Trigger When Outcome is:
Trigger
Instant
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- Final StatusRequired
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- TriggerRequired
Trigger
Instant
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- OutcomeRequired
Trigger
Instant
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- Event Call IDRequired
- OutcomeRequired
- Notes
Action
Write
- Contact IDRequired
- User IDRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Event Name
Action
Write
- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact IDRequired
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
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- 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

About Airtable

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