Airtable + Evoliz

Create Airtable records with line item support for new credits in Evoliz

Streamline your financial records management with this efficient workflow. Every time a new credit is recorded in your Evoliz system, this process will directly create records within your Airtable account, including supportive line items. This simplifies complex tasks, helps to maintain accurate record-keeping, and enhances financial tracking efficiency within your organization. This automation is perfect for the financial teams aiming for precision and productivity in their operations.

Streamline your financial records management with this efficient workflow. Every time a new credit is recorded in your Evoliz system, this process will directly create records within your Airtable account, including supportive line items. This simplifies complex tasks, helps to maintain accurate record-keeping, and enhances financial tracking efficiency within your organization. This automation is perfect for the financial teams aiming for precision and productivity in their operations.

  1. When this happens...
    EvolizEvoliz
    New Credit

    Triggers when a new credit is created.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Records (With Line Item Support)

    Creates up to 10 multiple new records with line item input

    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 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