When a Synchroteam job is validated, log it in Airtable and notify the ops channel in Slack
When a job is validated in Synchroteam, this workflow creates a record for it in Airtable and then posts a message to your ops channel in Slack, so finished field work is logged and announced.
Synchroteam
Airtable
Slack3 steps Setup ~5 min Used on 895 sites Free to import
What this workflow does
Field service teams validate jobs in Synchroteam, but the office often tracks work elsewhere. Copying each validated job into a shared base and telling the team it is done takes time every day. This workflow handles both as soon as a job is validated.
The Synchroteam trigger fires when a job is validated in your account. The job data it carries is passed on. The Airtable step creates a record in the base and table you pick, with the job fields you map into it. The workflow then posts a message to a Slack channel, which can include job details and data from the new Airtable record.
Each validated job gives a new record, so Airtable builds into a log of completed work you can filter and report on. Task History records every run of the workflow.
HVAC company job log
Each validated service visit becomes an Airtable record, and the office manager sees a note in the ops channel without opening Synchroteam.
Billing hand-off
The finance person watches the Slack channel for validated jobs and works from the Airtable table when raising invoices.
Monthly reviews of field work
Records collected in Airtable over the month let a manager group jobs by technician or customer for a review meeting.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Synchroteam Job ValidatedRuns when a job is validated in Synchroteam. The job details are passed on to the Airtable and Slack steps for mapping. Connect your Synchroteam account on import.
- Airtable Create Record
Adds one Airtable record per validated job, in the table you select. Map the Synchroteam job details to your table's fields and connect your Airtable account.
- Slack Send Channel Message
Posts a message to the Slack channel your ops team uses. Write the message with job details from the trigger and, if useful, data from the Airtable record.
What you need
- FlowMatticCore
- Synchroteam AccountAccount
- Airtable AccountAccount
- Slack AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Set up the Airtable table with fields for the job details you care about before mapping, so each value has a place to go.
- Validate a test job in Synchroteam after import. FlowMattic captures its fields, and you can map them in both later steps.
- Add a Filter after the trigger if only some validated jobs should be logged, for example jobs of a certain type.
Questions about this workflow
Does a Synchroteam job create a new Airtable record each time it is validated?
Yes. The Create Record step adds a new record on every run. If the same job is validated twice, it appears twice.
Do I need to build the Airtable base first?
Yes. Pick an existing base and table in the step, then map the job details to its fields.
Are jobs validated before the workflow is turned on logged?
No. Only jobs validated after you turn it on start a run.
Will Slack still get the message if Airtable returns an error?
Yes. The Slack step runs anyway, though any Airtable data mapped into it will be missing. Task History shows the Airtable error.
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