Create records in Airtable for every new transaction in Novo
Effortlessly streamline your financial record keeping with this workflow. When a new transaction takes place in your Novo account, a corresponding record is created in Airtable immediately. This efficient process helps maintain accurate financial records, without manual data entry, saving you time and reducing potential errors.
Effortlessly streamline your financial record keeping with this workflow. When a new transaction takes place in your Novo account, a corresponding record is created in Airtable immediately. This efficient process helps maintain accurate financial records, without manual data entry, saving you time and reducing potential errors.
- When this happens...New Transaction
Triggers when a new transaction is added.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Description
Amount (In USD)
Amount should be
Try ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
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