Airtable + Zoho Books
Create new Zoho Books customers from new Airtable records
Easily manage your customer data with this powerful workflow. As soon as a new record is created in Airtable, a corresponding customer is immediately generated in Zoho Books. This ensures prompt and efficient updating of your customer database, eliminating the need for manual data entry and minimizing the risk of errors. Streamline your customer management process with this seamless integration between Airtable and Zoho Books.
Easily manage your customer data with this powerful workflow. As soon as a new record is created in Airtable, a corresponding customer is immediately generated in Zoho Books. This ensures prompt and efficient updating of your customer database, eliminating the need for manual data entry and minimizing the risk of errors. Streamline your customer management process with this seamless integration between Airtable and Zoho Books.
- 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 Customer
Creates a new customer.
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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
