Create records in Airtable for new clients in SimplyBook.me
Automate your client management process with this simple yet effective workflow. When a new client signs up in your SimplyBook.me platform, it immediately creates a record in your Airtable account. This seamless integration ensures you have an updated record of all your clients, saving you time and streamlining your client tracking process.
Automate your client management process with this simple yet effective workflow. When a new client signs up in your SimplyBook.me platform, it immediately creates a record in your Airtable account. This seamless integration ensures you have an updated record of all your clients, saving you time and streamlining your client tracking process.
- When this happens...New Client
Triggers when new client created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Cancelled Booking
Triggers when a booking is canceled.
Try ItNew Booking
Triggers when a new booking is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItBaseRequired
TableRequired
Limit to View
Include attachment content
Try It
Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItNew Client
Triggers when new client created.
Try ItNew Offer
Triggers when a new offer is created.
Try ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It