#ZAPIER AIRTABLE AND GMAIL HOW TO#
#ZAPIER AIRTABLE AND GMAIL UPDATE#

Zapier is a great jumping-off point if you're new to automation.

It's automation.īy feeding mundane processes into a single, powerful automation tool like Zapier or Make, these repetitive tasks can execute seamlessly in the background, giving you back valuable hours.īut how do you choose between the two tools? It also causes a 20 to 80% productivity loss, and the solution isn't trying harder. If you’d prefer to have it in plain text, to use in other steps of your Zaps luckily that’s easy.Do you spend your day flitting between writing emails, checking Slack messages, pasting data into spreadsheets, and updating project management tools?Ĭontext switching-where you juggle too many tasks at once-is super common in modern workplaces. These are still showing up as line items, meaning it’s not going to be easy to use it in later steps. Then in Zapier we get something more human-friendly: We can add a Lookup field in Airtable, to get the name of those levels instead: In this example it’s classes and then levels for those classes (beginner, intermediate, advanced):īy default, here’s what we’ll see in Zapier:

Let’s say you have a main table, then linked records in a second table. There’s a simple trick you can use, and it doesn’t involve looking up records by their Record ID. When you’ve got linked records in Airtable, they can come across kind of funky in your Zaps, showing the record ID instead of anything useful that you can add to later steps of your Zap.

#ZAPIER AIRTABLE AND GMAIL HOW TO#

How to Work With Airtable Linked Records in Zapier Trigger: Airtable - New Record (then select the view from above)Īction: Whichever app is available on Zapier and not available through Airtable directly. Then I created a view with a filter on that Match field:

Another formula that checks to see if my date is longer ago than “now”.

A date field, for when I want my automation to be triggered.

When you build a Zap, we act as a “person” checking, so it keeps those date-based formulas updating :) In Airtable You have to visit the table in order for it to be updated.

#ZAPIER AIRTABLE AND GMAIL UPDATE#

There are likely multiple ways to make this one happen, but without using Zapier you’ll find that Airtable’s NOW() function (amongst others) doesn’t update on its own.

Trigger Your Zap When a Date/Time Value Has Arrived This any of the thousands of apps we support :)įull Disclosure: Airtable has a trigger like this, but if you’re looking to perform an action in an app they don’t integrate with then you can use Zapier for that :)ģ. If you’re creating a new Google Sheet row every time a record enters a specific view, then you would trigger on new rows in Google Sheets.Īction: Whichever app is available on Zapier and not available through Airtable directly. Trigger: Whatever you chose as your action in Airtable. This could be Google Sheets, Gmail, Slack, etc. After that we don’t consider it a “new” record in the view, having seen it there before.Īirtable Action: If the app you need isn’t available within Airtable’s automations, you can choose one that works for you as a trigger in a Zap. It will trigger each time the records enters the specified view, whereas the Zapier integration only triggers the first time. It triggers pretty much right away, as opposed to waiting for the polling period of a Zap (which, depending on your plan, can be anywhere from 1 minute to 15 minutes). There are a couple of reasons you may want to consider using Airtable’s automation trigger, though. If I want to kick off a workflow when a record enters a specific view, it’s possible using Zapier. It will save you Zapier tasks, sometimes work more quickly, and it reduces the confusion of using multiple apps.īUT… if you run into limitations with Airtable’s automation feature, you can get the best of both worlds by combining it with Zaps. There are times when using Airtable’s built-in automations will make more sense, especially if your workflow doesn’t involve any other apps. Combine Airtable Automations with Zapier to Create Super Workflows Use Advanced Search Formulas in Your Zapsġ.

Trigger When Records Are Updated in Airtable

Zapier airtable and gmail