CustomerBase + Zapier Tables

Update records in Zapier Tables when customers are updated in CustomerBase

Keep your records up-to-date effortlessly by linking CustomerBase to the Zapier Tables app. Whenever a customer's details are updated in CustomerBase, this workflow instantly produces a corresponding entry in Zapier Tables. This seamless connection saves you time by eliminating manual data entry, ensuring you have the most current customer information available at your fingertips.

When this happens...
Customer Updated
Triggers when an existing customer is updated.
TriggerInstant
automatically do this!
Create Record
Creates a new record on a table.
ActionWrite

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Supported triggers and actions

Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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Customer Updated
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Job Finished
Triggers when a job is finished.
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It

- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search

Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Job Created
Triggers when a new job is created.
Trigger
Instant
Try It
Work Request Created
Triggers when a new work request is created.
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write

About CustomerBase

CustomerBase is a tool for managing customer appointments and jobs, tracking interactions, and organizing information to streamline engagement and service.

Related categories

Scheduling & Booking

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Related categories

Related Zap Templates

Create records in Zapier Tables for new customers in CustomerBase

Related Zap Templates

Create records in Zapier Tables for new customers in CustomerBase

CustomerBase + Zapier Tables

Update records in Zapier Tables when customers are updated in CustomerBase

Supported triggers and actions

Appointment Created

Customer Updated

Job Finished

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

Customer Created

Job Created

Work Request Created

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

About CustomerBase

Related categories

About Zapier Tables

Related categories

Related Zap Templates

Related Zap Templates