Create records in Airtable for every new client in Sawyer Tools
Manage your new clients with greater ease and efficiency. Once a new client is added in Sawyer Tools, this workflow creates corresponding records in your Airtable, complete with line item support. It not only streamlines your client management process but also reduces manual data entry, keeping all your important information in one easy-to-access place. Increase your productivity by letting this integration handle your administrative tasks.
Manage your new clients with greater ease and efficiency. Once a new client is added in Sawyer Tools, this workflow creates corresponding records in your Airtable, complete with line item support. It not only streamlines your client management process but also reduces manual data entry, keeping all your important information in one easy-to-access place. Increase your productivity by letting this integration handle your administrative tasks.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Records (Advanced)
Create up to 10 new records (supports line items).
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New Booking
Triggers when a new booking is created.
Try ItNew Free Trial Booking
Triggers when a new free trial booking is created.
Try ItNew Order V2
Triggers when a new order is created.
Try ItBaseRequired
TableRequired
Limit to View
Include attachment content
Try It
New Client
Triggers when a new client is created.
Try ItNew Order
Triggers when a customer places an order in your account.
Try ItUpdate Booking
Triggers when a booking is updated, transfered or canceled
Try ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It