An automated workflow using integromat
Connects Outseta + Airtable
Create Airtable records for Outseta deals
About this workflow template
This automation scenario allows you to connect Outseta and Airtable
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
Outseta and Airtable can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Outseta
Watch Deal Created in Outseta
Triggers when a new deal has been created.
Then this action happens in Airtable
Create a Record in Airtable
Creates a new record in Airtable.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Airtable records for Outseta deals.
Part I
Configure Applications
First, we need to connect Outseta and Airtable to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Outseta to Make.com.
Give Make.com access to your Outseta account, using Outseta credentials.
Connect Airtable to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Outseta
Choose the following trigger: Watch Deal Created (Triggers when a new deal has been created.).
Then set up an Action for Airtable
Choose this action: Create a Record (Creates a new record in Airtable.).
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 Outseta 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 Create Airtable records for Outseta deals!
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
Add deal
Allows you to create a deal and optionally associate it with an account or a person.
actionbyzapierpipedreamUpdate account
This action updates an account in the Outseta CRM.
actionbyzapierUpdate person
This action updates a person in the Outseta CRM.
actionbyzapierCreate a person
Creates a new person.
actionbyintegromatAdd account
Allows you to create an account with an existing or new user. You can also specify a subscription.
actionbyzapierpipedreamAdd person
This action creates a person in the Outseta CRM.
actionbyzapierpipedream
Apps you need
Outseta is the all-in-one platform for SaaS start-ups, membership sites and online communities, offering subscription billing, CRM, and customer communication tools in a single platform. Manage your business from a single login with peace of mind and reduced costs.
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
