Airtable + Ponto
Create records in Airtable when new transactions are detected in Ponto
Organizing your financial data and the many tasks linked to financial movements can be cumbersome for a business. With this integration, you can automatically push any bank transactions to Airtable and track actions related to them.
Organizing your financial data and the many tasks linked to financial movements can be cumbersome for a business. With this integration, you can automatically push any bank transactions to Airtable and track actions related to them.
- When this happens...New Transaction
Triggers when an account has a new transaction.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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AccountRequired
Balance TypeRequired
Try ItAccountRequired
Remittance Information
Remittance Information Type
Requested Execution Date
CurrencyRequired
AmountRequired
Creditor NameRequired
Creditor Account ReferenceRequired
Creditor Account Reference TypeRequired
Creditor Agent
Creditor Agent Type
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired
