Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Daylite
Trigger: Watch Company Updated
Airtable
Action: Select an action
1. Select a trigger
  • Triggers when a company is updated in Daylite.

  • Triggers when a person is sent to the Trash in Daylite.

  • Triggers when a person is updated in Daylite.

  • Triggers when a form is updated in DayLite.

  • Triggers when a new appointment is created in Daylite.

  • Triggers when a new company is created in Daylite.

  • Triggers when a new person is created in Daylite.

  • Triggers when a new form is created in Daylite.

  • Triggers when a new note is created in Daylite.

  • Triggers when a new opportunity is created in Daylite.

  • Triggers when a new project is created in Daylite.

  • Triggers when a new task is created in Daylite.

  • Triggers when a note is updated in Daylite.

  • Triggers when an opportunity is updated in Daylite.

  • Triggers when a project is updated in Daylite.

  • Triggers when a task is updated in Daylite.

2. Select an action
  • Deletes multiple records.

  • Creates a new base.

  • Creates a new comment.

  • Creates a new field in an existing table.

  • Creates a new record in Airtable.

  • Creates a record with mapped fields.

  • Creates a new table.

  • Deletes an existing comment. This action cannot be undone.

  • Deletes a record by its ID.

  • Retrieves a single record by its ID.

  • Returns the base schema.

  • Performs an arbitrary authorized API call.

  • Updates an existing comment.

  • Updates the name and/or description of a field.

  • Updates a record by its ID.

  • Updates a record with mapped fields.

  • Updates the name, description, and/or date dependency settings of a table.

  • Uploads an attachment into an attachment field. Only allows files up to 5 MB.

  • Creates new or updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)