Create new Zoho Books estimates from new Airtable records
Easily manage your estimates by integrating Airtable and Zoho Books. With this workflow, each time a new record is added to your Airtable base, an estimate is created in Zoho Books, streamlining your process and improving efficiency. Say goodbye to manual data entry and hello to seamless financial organization.
Easily manage your estimates by integrating Airtable and Zoho Books. With this workflow, each time a new record is added to your Airtable base, an estimate is created in Zoho Books, streamlining your process and improving efficiency. Say goodbye to manual data entry and hello to seamless financial organization.
- 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 Estimate
Creates a new estimate.
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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