Airtable + Evoliz

Create new Evoliz clients from new or updated Airtable records

When a new or updated record occurs in Airtable, let this workflow simplify your task of managing client information by instantly creating a client in Evoliz. No longer do you need to manually transfer record changes from Airtable to Evoliz; this process ensures your client data in Evoliz is always up-to-date with your Airtable records, saving you time and minimizing errors. Let the convenience of this automated workflow streamline your client management operations.

When a new or updated record occurs in Airtable, let this workflow simplify your task of managing client information by instantly creating a client in Evoliz. No longer do you need to manually transfer record changes from Airtable to Evoliz; this process ensures your client data in Evoliz is always up-to-date with your Airtable records, saving you time and minimizing errors. Let the convenience of this automated workflow streamline your client management operations.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerScheduled
  2. automatically do this!
    EvolizEvoliz
    Create Client

    Creates a Client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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 moreHelp

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  • 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 moreHelp

Related categories

  • Accounting