An automated workflow using pipedream
Connects Moneybird + Airtable
List Records with Airtable API on New Webhook event from Moneybird API
About this workflow template
This automation scenario allows you to connect Moneybird and Airtable
It can be build using Pipedream, a no-code workflow automation tool. Pipedream allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Moneybird and Airtable can also be integrated using automation tools other than pipedream:
How it works?
When this trigger fires in Moneybird
New Webhook event in Moneybird
Then this action happens in Airtable
List Records in Airtable
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to List Records with Airtable API on New Webhook event from Moneybird API.
Part I
Configure Applications
First, we need to connect Moneybird and Airtable to Pipedream.
Create Pipedream account.
Create Pipedream account if you don't have one.
Connect Moneybird to Pipedream.
Give Pipedream access to your Moneybird account, using Moneybird credentials.
Connect Airtable to Pipedream.
Give Pipedream access to your Airtable account, using Airtable credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Pipedream.
Set up a Trigger action for Moneybird
Choose the following trigger: New Webhook event (null).
Then set up an Action for Airtable
Choose this action: List Records (null).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Moneybird and Airtable.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will List Records with Airtable API on New Webhook event from Moneybird API!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew record created
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
triggerbyiftttNew or modified records
New or modified records
triggerbypipedream
Create contact
Create a new contact
actionbyzapierintegratelypabbly-connectpipedreamCreate quote
Create a new quote
actionbyzapierintegratelypabbly-connectpipedreamCreate sale invoice
Create sale invoice
actionbypipedreamCreate sales invoice
Create a new sales invoice
actionbyzapierintegratelypabbly-connectAdd attachment to new document
Add an attachment to a new document (use in combination with Create Document).
actionbyzapierCreate document
Create a new document
actionbyzapierintegratelypabbly-connect
Apps you need
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Pipedream
A low code integration platform for developers that allows you to connect APIs quickly
Pipedream is a low code integration platform for developers, which helps to connect APIs fast.
