Create records in Airtable for new customers in Paythen
With this workflow, you can easily manage your new Paythen customers. When you get a new customer, the details will be instantly saved to Airtable as a new record. This streamlines your process, eliminating the need for manual data entry and ensuring important customer information is organized and accessible, right when you need it. This automation takes care of it for you, saving you time and boosting your productivity.
With this workflow, you can easily manage your new Paythen customers. When you get a new customer, the details will be instantly saved to Airtable as a new record. This streamlines your process, eliminating the need for manual data entry and ensuring important customer information is organized and accessible, right when you need it. This automation takes care of it for you, saving you time and boosting your productivity.
- When this happens...New Customer
Triggers when a new customer is created in your Paythen account.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Choose a Plan
When a Customer's Status changes toRequired
Try ItYour Plans
Try ItYour Plans
Try ItPaythen template linkRequired
Customer emailRequired
Plan nameRequired
Total payment amountRequired
A note about the optional fields
Number of payments (optional)
Currency (optional)
Billing interval (optional)
Delay payment plan start by X days (optional)
Custom confirmation page link (optional)
Plan description (optional)
Include custom text in email (optional)