Add customer information to Airtable when a schedule is registered in TimeRex.

■Overview

This flow adds customer information to Airtable when a schedule is registered in TimeRex.
By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who use TimeRex for schedule management

・Those who manage appointments with customers using TimeRex but want to automate customer information management

・Sales representatives who want to register customer information at the same time as schedule registration

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2. Companies that use Airtable for database management

・Those who use Airtable regularly and want to efficiently add customer information

・Those who want to improve work efficiency by linking multiple tools

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■Benefits of using this template

By linking TimeRex and Airtable, there is the benefit of automatically registering scheduled information as customer information.
This eliminates the need for manual data entry, saving work time.

Additionally, reducing manual tasks helps prevent human errors such as double entries and input mistakes.
Data accuracy is improved, reducing the risk of company losses due to incorrect information.

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■Notes

・Please link both TimeRex and Airtable with Yoom.

・Branching is a feature available with the Mini Plan or higher (operation). If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.

・Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).