Outseta
Airtable
integromat

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

Create Airtable records for Outseta deals
Workflow diagram: Outseta + Airtable integration

How it works?

When this trigger fires in Outseta

Outseta

Watch Deal Created in Outseta

Triggers when a new deal has been created.

Then this action happens in Airtable

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.

    Create Make.com account if you don't have one.

  • Connect Outseta to Make.com.

    Connect Outseta to Make.com.

    Give Make.com access to your Outseta account, using Outseta credentials.

  • Connect Airtable to Make.com.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between Outseta and Airtable.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Airtable

    New record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Airtable

    New or updated record

    Triggers when a record is created or updated.

    zapier
    triggerbyzapier
  • Airtable

    New record in view

    Triggers when a new new record is created in a specifc view.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Airtable

    Watch records

    Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

    integromat
    triggerbyintegromat
  • Airtable

    New or modified records

    New or modified records

    pipedream
    triggerbypipedream
  • Airtable

    New or modified records in view

    New or modified records in view

    pipedream
    triggerbypipedream
  • Outseta

    Add deal

    Allows you to create a deal and optionally associate it with an account or a person.

    zapierpipedream
    actionbyzapierpipedream
  • Outseta

    Update account

    This action updates an account in the Outseta CRM.

    zapier
    actionbyzapier
  • Outseta

    Update person

    This action updates a person in the Outseta CRM.

    zapier
    actionbyzapier
  • Outseta

    Create a person

    Creates a new person.

    integromat
    actionbyintegromat
  • Outseta

    Add account

    Allows you to create an account with an existing or new user. You can also specify a subscription.

    zapierpipedream
    actionbyzapierpipedream
  • Outseta

    Add custom activity

    This method allows you to record custom events associated to an account, people or deal. These activities would then show up on the activity feed of the corresponding entity and can be leveraged to trigger drip campaigns and other automation.For integration with drip campaigns make sure that what you pass in the Title property matches the start / stop value specified for the campaign.For engagement tracking Engagement use EntityType=1 as the engagement reports are all tied to accounts. Ensure that the EntityUid matches the Uid for the corresponding account that you want to tie the event to. For example, lets say you wanted to track engagement for a particular important action that a user takes using your product. Name the action performed in the Title, select 1 for Entity Type and make sure the EntityUid matches the account that performed the action.

    zapier
    actionbyzapier

Apps you need

Outseta

Outseta

CRM

All-in-one membership software

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

Airtable

Spreadsheets

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.