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Create a sales note in ActiveDEMAND from an Airtable record

Create a sales note in ActiveDEMAND from an Airtable record

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This scenario lets you export Airtable records into ActiveDEMAND as a sales note. In order for it to work your Airtable table has to look like this.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Airtable
Bulk Create Records (advanced)

Сreates multiple records.

Search
Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

Search
Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
ActiveDEMAND
Create a Contact

Creates a new contact.

Action
ActiveDEMAND
Create a Form Submit

Creates a new form submit.

Action
ActiveDEMAND
Create a History

Creates a new history.

Action
Airtable
Create a Record

Creates a new record in Airtable.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action

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