Airtable + Outseta

Create new Outseta persons when new records are added in Airtable

When a new record is created in your Airtable, this workflow ensures that a new person is instantly added to your Outseta account. Make your data management smoother, eliminate manual entries, and make sure your contacts are consistently up-to-date across both platforms with this seamless integration. Specifically designed to streamline your process, it allows you to focus more on what really matters.

When this happens...
New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
TriggerScheduled
automatically do this!
Add Person
This action creates a person in the Outseta CRM.
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
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search or write
Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It

Person Deleted
Triggers when a person is deleted
Trigger
Instant
Try It
Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write
- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Person EmailRequired
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
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write

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

Similar apps

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update persons in Outseta with new or updated records from Airtable

Add new Outseta persons to Airtable as records or update existing ones

Airtable + Outseta

Create new Outseta persons when new records are added in Airtable

New Record

Limit to View

Include file contents?

Create Record

Create or Update Record

Secondary Lookup Field

Update Record

Find Many Records (With Line Item Support)

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

Include file contents?

Max Records

Find or Create Record(s) (With Line Item Support)

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

Include file contents?

Max Records

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

Client Identifier

First Name

Last Name

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Plan Uid

Renewal Term

Quantity

Add Deal

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Email

First Name

Last Name

Cancel Subscription

Cancel Immediately

Subscribe to Email List

First Name

Last Name

Send Welcome Email

Update Deal

Name

DealPipelineStage Uid

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Retrieve Person

New or Updated Record

Help Text

Limit to View

Include file contents?

Create Records (With Line Item Support)

Cache Copy

Delete Record

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body