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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.

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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.

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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

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If you’d like to hire an expert Airtable consultant to help you with any of this, please feel free to contact me through my website: Airtable consulting - ScottWorld There is a small learning curve with Make, which is why I created this basic navigation video to help. You can do the exact same thing that I mentioned above with Make, and you can also trigger it with a script instead of a button. I’ve written an entire post here about Make vs. Make is infinitely more powerful & flexible & customizable than Zapier, and it is also significantly cheaper as well. However, I strongly recommend using Make instead of Zapier. (You can also add in extra parameters if you’d like, but those are unnecessary as well.)

Just add the Record ID of the record as a parameter to the end of the webhook URL, and then have Zapier find the record based on its ID. Your button can just trigger the webhook URL on its own. You could use a script, but it’s unnecessary.