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Is it possible to invoice multiple customers at once for the same item? Background: I publish a newsletter and charge a yearly subscription. I rebill them for a renewal on the month they signed up one year later. I have normal turnover so I mange my list. I was thinking I could create groups by renewal month and price level (I have three price levels, no sales tax, very simple) and add my customers to their assigned group. Then at the start of each month Invoice that group and it would create an invoice for each member of the group with the same item. I would like to avoid having to create an invoice for each customer which can range from 30-175, depending on the month. Side note: The reoccurring billing in my accounting software is clunky and with airtable I’m trying to build a CRM/Membership Management+Invoicing in one, the cleanness and quick drill down appeals to me. I’ve looked at other options but my customer base skews older (Farmers) and 75% pay by check. Any help or suggestion
Hi allI want to create a purchase order (contract) in a PDF file for sending via Outlook to my suppliers.Goal: Create a pdf Purchase Order automatically generated upon a trigger (PO Ready) from the master order which can be emailed out to multiple email destinations and internally.Thanks in advance
Hi there,I’m trying to generate an automation email and insert text from a Lookup Field. So the email/name is in one table, and then there are Lookup Fields for the Subject and Content which come from another table. These are visible in the table, but when I try to insert them into the automation they come back as blank. I know the automation works as it already has variable fields inserted which work fine, but I can’t make the Lookup Fields appear in the email. I don’t get an error so I don’t quite know where I’m going wrong. I’m choosing the “Value” option from here. Any help greatly appreciated!
Hello,I am a beginner and would like to use Airtable both as a database (clients, prospects, accounting) and as a CRM to schedule calls, SMS, and emails, similar to HubSpot, Zendesk, or PipeDrive. If Airtable allowed these actions directly from the database, it would closely resemble a CRM, but I’m not sure if this is natively possible.Since its interface already looks like a CRM, why doesn’t Airtable include built-in features for call reminders, SMS, or automated/one-click emails? If this isn’t available, is there a specific reason?From my research, it seems possible to achieve this using integrations with Make and external APIs, but a native solution would be much simpler.Here are the solutions I’m considering:Airtable / Make / Twilio or Messagebird: call reminders and SMS sending.Airtable / Make / Gmail / ChatGPT: automated email generation and sending (with manual validation) + email archiving.Airtable / Make / MailChimp or Klaviyo: email marketing campaigns.Looking forward to your
Hello, how can I create a PDF document in automation? I want to create a PDF from a database to send as an attachment, is this possible?
I have a date, some weeks, and some holidays. I need to add the weeks to my date and exclude all holidays and weekends. I’ve used the WORKDAY function. However, I’m a little uncertain how to treat my weeks. Should I multiply them by 5 (since there are 5 working days in a week) or by 7 (since there are 7 days in a week, and the function will filter out all the weekends)?
I'm wondering if you can use data from a synced table in the pdf generator template? It looks like you can, but it's not showing up correctly in the template, so now I'm not so sure. Haaalp.
The text to speech API enables you to convert text input to audible speech, which can either be played directly through a computer speaker or written to an audio file.Speech synthesis voices: When you use the text to speech API, you can specify the voice to be used to vocalize the text. This capability offers you the flexibility to personalize your speech synthesis solution and give it a specific character.The service includes multiple pre-defined voices with support for multiple languages and regional pronunciation, including neural voices that leverage neural networks to overcome common limitations in speech synthesis with regard to intonation, resulting in a more natural sounding voice. You can also develop custom voices and use them with the text to speech API https://cosmicnext.com/it-consulting
Stick with me, there is a question at the end of this lol.BACKGROUND: I own and operate a medical records retrieval company. Law firms will hire my company to retrieve medical bills/records on their behalf. They then use said medical bills and records in order to negotiate a settlement with the insurance company on behalf of their injured client.CONTEXT: We currently send hundreds of requests for medical bills/records each month to medical facilities all over the state. Each of these requests typically require us to do follow ups with the medical facility because they are often swamped and under staffed. Often times this process can take weeks or even months to complete a single retrieval. Resulting in us have hundreds if not thousands of pending requests for bills/records at any given moment. So, in order to not lose track of any of these requests, and to ensure we know where we are at in the "retrieval" process for each request, I created private bases for each of m
**Subject: How to Protect an Airtable App from Copying and Resale?** Hi everyone, I’m developing an Airtable application and have found a developer to finalize it. However, I want to ensure that they **can’t copy or resell my work**. What are the best practices to: - **Limit permissions** (prevent duplication of the base) - **Restrict access to automation and API keys** - **Secure the app using interfaces** - **Legally protect my project (NDA, intellectual property rights)** If anyone has experience with securing their Airtable setup or has practical suggestions, I would really appreciate your insights! 😊 Thanks in advance for your help.
Hi all, hoping the hive mind can solve for what I think may be a common use case. Here we go…I have two tables:Table 1: List of records from form submissions. Records are only added to this table. Records are linked to another table with multiple look up fields. We have an automation that when a record is created in this table it finds a record in Table 2 by matching against a unique identifier and updates the lookup fields. If the unique identifier is not matched, the linked and lookup fields remain empty as seen in the screen grab below. Table name is named 1. Onboarding Form Table 2: List of records that is overwritten daily by an external sync. With any given update, records remain, are added to and/or fall off the list so it’s not a situation of “when a record is added” or “enters a view”. Table is named 2. Sync from Volunteer LeadershipObjective: Set up an automation whereby any record in Table 1 where the linked record field is empty attempts to lookup records in Table 2 based
Hi all, hoping the hive mind can solve for what I think may be a common use case. Here we go…I have two tables:Table 1: List of records from form submissions. Records are only added to this table. Records are linked to another table with multiple look up fields. We have an automation that when a record is created in this table it finds a record in Table 2 by matching against a unique identifier and updates the lookup fields. If the unique identifier is not matched, the linked and lookup fields remain empty as seen in the screen grab below. Table name is named 1. Onboarding FormTable 2: List of records that is overwritten daily by an external sync. With any given update, records remain, are added to and/or fall off the list so it’s not a situation of “when a record is added” or “enters a view”. Table is named 2. Sync from Volunteer LeadershipObjective: Set up an automation whereby any record in Table 1 where the linked record field is empty attempts to lookup records in Table 2 based o
Hi, I have a Table "Main" that is Linked to table "Agenda".Being in Main, on a record, lets say “33” I want a button to view agenda filtered by ID (Both table have the ID field, in this case “33”).Any idea to turn aroud this?Im new to Airtable. Thank you-----------------------------------------------Example:Table Main:-------------------ID Name 33 Marta34 Martin35 JohnTable Agenda:-------------------------ID Done33 Mailed45 Called46 Mailed33 Zoom87 VisitedResult Expected------------------------------33 Mailed33 Zoom
My team’s use of Airtable is growing a lot this year. As we develop new bases, there is basic, teamwide information that is repeated in tables across those bases. For example - locations, events, people.I’ve researched synced tables and feel like I have a basic understanding of how they work. Often, though, my experience is that I learn while building or doing work that a certain feature doesn’t do what I thought it would do based on my research.So I’m just looking for community feedback on this approach - perhaps setting up a base that houses tables with these basic details and then syncing those to multiple other bases. Are there limitations on the way you can use/interact with data that is coming from another table that make this not worth it?
Hi Everyone,Hope you can help me out please.I have a table with a client session log adding a new record for each client when they have another session: I would like to be able to show how many sessions each client has had (eg the maximum number of sessions). In this case for Jamie it will show 3.I want to be able to bring the name and number of sessions into a report - Jamie - 3, Siobhan - 2, as a list.Could anyone please help me to generate this field so that I can pull it into a report?Thanks so much for taking the time to look at this if you are able.Kind regards,Siobhan
Hi Everyone,I really hope you can help me.I have a table (Client Session Log) which creates a records every time the client has a session. I’m creating an automation, where a forms is emailed out to the client after Session 2, 3, 4, 5, and 6.It works up until the email part. The email address for the client is in the Client Coaching table: This is how I set up the email section:1.2.3.4. I am getting the following error message: I would really appreciate some advice here.Thank you if you have taken time to look at this. Kind regards,Siobhan
I’m creating an extension here. Often times I want to send record from extension to my backend api. My backend already supports the json serialized format returned by get records api. It would be very helpful if there is a method to convert record object in blocks sdk to that format. Or is there already a way for that?Thanks
I want to sort 9 fields of numbers on a single row and order them into 9 new fields on the same row that show the numbers from lowest to highest. If the old fields are labeled #1-#9 and the new fields are labeled A,B,C,D,E,F,G,H,I, then I want to search #1-9, find the lowest, and put it in A, then search #1-9 for the next lowest and put it in B and so on.I’m not sure if I need to write an automation with code, a script, or what, but the base features of Airtable do not seem to be able to handle this.
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