Save for Later
This guide was created with Scribe in
58 seconds.
Sign in and create your own!
How to create records in Airtable for new Copilot clients
Véronique Cadet
|
0 step
|
58 seconds
Airtable
Copilot
Zapier
1
Go to Zapier and create a new Zap
2
Click here.
Zoom Saved
3
Click the "Search…" field.
Zoom Saved
4
Type "Copilot"
5
Click "Copilot"
Zoom Saved
6
Click the "*EventRequired" field.
Zoom Saved
7
Click "Client Created"
Zoom Saved
8
Click "Continue"
Zoom Saved
9
Click "Choose" to select your Copilot account, or connect a new one
Zoom Saved
10
Click "Continue"
Zoom Saved
11
Click "Test trigger"
Zoom Saved
12
Click "Continue with selected record"
Zoom Saved
13
Click the "Search…" field.
Zoom Saved
14
Type "Airtable"
15
Click "Airtable"
Zoom Saved
16
Click the "*EventRequired" field.
Zoom Saved
17
Click "Create Record"
Zoom Saved
18
Click "Continue"
Zoom Saved
19
Select or add your Airtable account and click "Continue"
Zoom Saved
20
Click "Choose value…" and select the base you want from Airtable
Zoom Saved
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe