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Airtable + InsuranceXDate

Create records in Airtable from new company flags in InsuranceXDate

Stay updated with your InsuranceXDate tasks by setting up this efficient workflow. After a new company flag is marked in InsuranceXDate, a corresponding record gets created in Airtable. This automatic process helps keep your databases current and reduces manual entry. So you can focus on analyzing data, not entering it.

Stay updated with your InsuranceXDate tasks by setting up this efficient workflow. After a new company flag is marked in InsuranceXDate, a corresponding record gets created in Airtable. This automatic process helps keep your databases current and reduces manual entry. So you can focus on analyzing data, not entering it.

  1. When this happens...
    InsuranceXDateInsuranceXDate
    New Company Flags

    Triggers when a new company flag is created.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Save

    • Contacted

    • Quoting

    • Written

    • Nextyear

    • Followup

    • Appt

    Trigger
    Instant
    Try It

    • UidRequired

    Action
    Search

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It

    • BaseRequired

    • TableRequired

    Action
    Write

    • UidRequired

    Action
    Search

    • NameRequired

    • AddressRequired

    • StateRequired

    Action
    Search

    • 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
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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

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  • Databases

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insurancexdate logo
insurancexdate logo

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

Related categories

  • Business Intelligence