![]() Add a Subject line of Your Paid Invoice.Choose the Client Email formula field and click Insert.Select the blue + icon, click Record, click Continue.Click Run test and verify test is successful.Click Create new (or +New automation if you already have existing automations).This is used to send the email to the client.A Formula field with your Client Email field as the formula.A Lookup field from your Client base containing your Client’s Email.A checkbox ✅ field in the Invoices table.At least 2 tables in your base – Invoices and Clients.This article will show you how to set up an automation in Airtable to email a confirmation when an Invoice is marked Paid.īefore creating this automation, you need This can be anything from creating new records, updating fields, and emailing someone, to sending information to another software app and then bringing the updated information back. You can email them directly from your base!Īn automation is a series of actions that happen automatically when certain criteria are met. ![]() You don’t have to take extra steps to export the invoice and then email it to your client. With Airtable Automations, you can email your client an ‘Invoice Paid’ email when you mark an Invoice as Paid. ![]() Airtable makes it easy to keep your vital company information in a database customized to your needs. Tracking your business expenses in Airtable is a simple way to keep all your finances organized.
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