Airtable + Paymo
Create clients in Paymo for new records in Airtable
Boost your efficiency and data accuracy with this simple workflow. When a new record is added to Airtable, it prompts the Paymo app to generate a new client. This streamlined process aids in maintaining a precise, up-to-date client database while mitigating the chances of manual data entry errors. Discover a hassle-free way of managing your client information and optimizing your business operations.
Boost your efficiency and data accuracy with this simple workflow. When a new record is added to Airtable, it prompts the Paymo app to generate a new client. This streamlined process aids in maintaining a precise, up-to-date client database while mitigating the chances of manual data entry errors. Discover a hassle-free way of managing your client information and optimizing your business operations.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Client
Creates a new client.
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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
