Airtable + QuickFile
Create new clients in QuickFile from new records in Airtable
Automate your client management process with this culminate workflow. When a new record is added to Airtable, the workflow seamlessly creates a new client in QuickFile. This streamlines your record-keeping process, ensuring that every new entry in Airtable is reflected in your QuickFile client list, saving you valuable time and reducing the risk of manual data-entry errors.
Automate your client management process with this culminate workflow. When a new record is added to Airtable, the workflow seamlessly creates a new client in QuickFile. This streamlines your record-keeping process, ensuring that every new entry in Airtable is reflected in your QuickFile client list, saving you valuable time and reducing the risk of manual data-entry errors.
- 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
Adds a new contact record to your QuickFile account.
- Free forever for core features
- 14 day trial for premium features & apps
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
