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.

RAYNET CRM v2
Trigger: React to webhook
Airtable
Action: Select an action
1. Select a trigger
  • Activates when a watched webhook is triggered.

  • Lists all changed or new phone call records since the last call of the module or since a specified date.

  • Lists all changed or new email records since the last call of the module or since a specified date.

  • Lists all changed or new event records since the last call of the module or since a specified date.

  • Lists all changed or new letter records since the last call of the module or since a specified date.

  • Lists all changed or new mass email records since the last call of the module or since a specified date.

  • Lists all changed or new meeting records since the last call of the module or since a specified date.

  • Lists all changed or new task records since the last call of the module or since a specified date.

  • Lists all changed deal records since the last call of the module or since a specified date.

  • Lists all changed price list records since the last call of the module or since a specified date.

  • Lists all changed product records since the last call of the module or since a specified date.

  • Lists all changed project records since the last call of the module or since a specified date.

  • Lists all changed quote records since the last call of the module or since a specified date.

  • Lists all changed sales order records since the last call of the module or since a specified date.

  • Lists all changed account records since the last call of the module or since a specified date.

  • Lists all changed contact records since the last call of the module or since a specified date.

  • Lists all changed lead records since the last call of the module or since a specified date.

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

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