Airtable + Evoliz

Create or update Airtable records for new client contacts in Evoliz

When a new client contact is added in Evoliz, this workflow directly reflects the change in your Airtable database. It either creates new records or updates existing information. This automation eases manual data entry tasks, keeps your Airtable records updated with your Evoliz contacts, and enables efficient business management.

When a new client contact is added in Evoliz, this workflow directly reflects the change in your Airtable database. It either creates new records or updates existing information. This automation eases manual data entry tasks, keeps your Airtable records updated with your Evoliz contacts, and enables efficient business management.

  1. When this happens...
    EvolizEvoliz
    New Client Contact

    Triggers when a new client contact is created.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Updates an existing record if one exists, otherwise creates a new record.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Evoliz triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Article

    Triggers when a new article is created.

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Credit's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
    • Advance's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
    • Bank item bank id

    • Search param

    • Bank item movement

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Client Contact

    Triggers when a new client contact is created.

    Trigger
    Scheduled
    Try It
    • Delivery's status

    • Payment method id

    • Analytic axis id

    • Delivery's client id

    Trigger
    Scheduled
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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evoliz logo
evoliz logo

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn more

Related categories

  • Accounting