Airtable + MyCase
Create leads in MyCase for new or updated records in Airtable
This workflow keeps your sales efforts streamlined and efficient. When a new or updated record appears in Airtable, a Lead is instantly created in MyCase. This ensures you're constantly expanding your potential customer base, without spending time on manual data entry. Enhance your lead generation process and never miss an opportunity with this efficient, time-saving automation.
This workflow keeps your sales efforts streamlined and efficient. When a new or updated record appears in Airtable, a Lead is instantly created in MyCase. This ensures you're constantly expanding your potential customer base, without spending time on manual data entry. Enhance your lead generation process and never miss an opportunity with this efficient, time-saving automation.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create Lead
Creates a new lead.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
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
