Automations

Hello,I wish to create an automation for my students. Trigger: If the column is marked as true: Action: if the SCORE in the scores column is >= 70 Send Email A if the SCORE in the scores column is < 70 Send Email B 

Hi Airtable community!I need your help... I am working on a personal finance project and have 3 tables: 1) Credit Cards, 2) Statements, 3) Transactions...On the Credit Cards table, I have a list of the Credit Cards available to make transactions (e.g. Amex Platinum, Chase Sapphire, etc...)On the Statements table I have a list of all the monthly statements for the each of the cards (e.g. Amex Platinum - Nov 2022 Statement). Each Statement record has a linked record to a Credit Card (from the Credit Cards table) and also a Start date and Close date, which define the range/period for all the transactions pertaining to a Statement.On the Transactions table, each transaction has a Date, amount, category, vendor, and a Credit Card (linked record to Credit Card table). What I nee

Hello !How can I share (=make it visible) the Google calendar I created via linking my Airtable calendar via the URL to anyone from my team? 

Hey AirTable Community Me again, I am currently using Zapier and WATI. I have a base of all my Leads, sometimes, Leads are created twice intentionally. When a record is created in AirTable, I want Zapier to notice. Then Zapier will tell WATI to create a Contact based on the details. Then Zapier will also tell WATI to send a template message to the person. The above is easy enough. The problem lies thereafter, since I can have Leads with the same Phone number, I don’t really want WATI to create two of the same contact and send the same message twice. So my idea is that after a record is created in AirTable, I want AirTable to look for another Lead that has the exact same phone number, but not the same Lead Unique ID. If the result is TRUE, then do nothing. If the result is FALSE, then proceed with the rest of the steps. I am slightly limited to Zapier as a tool for now since the WATI integration with Integromat/make is a

Hello Community,I can't upload video using airtable to hootsuite, but hootsuite works fine if I don't use airtable.Any suggestions?Thanks

Can you incorporate record list block in automations? Since I found this is the only way to limit X number of rows to show. 

I wrote a simple script to calculate the unmet needs of a particular product based on the status of orders.And the script has successfully found the result: Sum 7Then I ask airtable to update the corresponding record field "Amount in Need," which is a "number(int)" .As you can see, the system found the correct record, yet it threw an error: received invalid inputs.This is confusing.What did I do wrong?

In coding I would run this in a for() or foreach() arguments, however, I’m a little frustrated trying to think how to execute what I want to achieve. Synopsys: I’m trying to generate new invoices annually for my clients using the page designer (but not this is relevant to that extension). I have a table for clients, payment details, invoices, products and invoiceProducts. I’m working in the Invoices table using fields InvoiceDate, InvoiceDue and NextInvoice when entering view to perform relevant actions. In addition, InvoiceProducts I’m using fields Renewable and RenewingDate to also generate an automation when entering view to decide if that products renew on this invoice or not. The problem I’m finding is that when InvoiceProducts enters vie

Trying to do a basic automation where I run a find record search but do not want a failure notice if the record isn't found, and I'm not sure how to accomplish that.I'm trying to match email domains from an email received to a contact list.  Since emails received won't always have a matching contact, I don't consider a non-result a failure, but I'm just not sure how to avoid a failure notice in the event there isn't a match.I'm also doing the find record based on two conditions: Search for a match of domain names, and searching for any projects marked with a specific status.  This whittles the find record search down to just one record in our use case.Anyone have any insight into how to avoid the automation failure notice if find records doesn't find a record?

I have a tiktok channel and have an airtable to organize the videos. I wanted to show in one view that filters only the top 5 and another view the bottom 10? Is this possible?

Project is about organizing tiktok video performance.I have a view on a different tab that filters by date(weekly) and sort by number of views.I wanted to create a tab that copies top 5 videos on this view weekly. I figured out the trigger on automation to run weekly. Filter on the view is also adjust weekly. The problem is I don't know how to copy only the top 5 videos. I'm not sure if this is possible. 

Hi there,I've created an airtable where i store (anonymously) every lead generated for our clients by our agency.i have différent informations : ID of the lead, client, agency of the client, campaign, Revenue, Cost, source and a few other field.The problem is in 3 months we are already reaching 50K records and even getting the 250K plan won't be an option. So i plan to have 2 bases :- One (the current) where the leads keeps arriving every day (the history will stop at the previous month included)- One where i merge the records by month (by doing the sum of the cost and the revenue). This would reduce greatly the number of records.For example, let's say i have 200 records of leads for one of my client that came from Facebook in november, I would reduce that to one line only.Then 1500 leads for that same client come from Google and it would also be reduced to a line.Any idea how i could do this ? via a Script ?or is there a bet

Hey teamI have an exercise, that has been squeezing my brain lately, and I haven't come up with a specific solution yet. Let me explain first, how the process works, I believe it's crucial to understand how records are being added there. The table above, represents invoices from the highway tolls recieved by the cars rental company. One invoice comes from one entity, and includes several toll gates inside.In this case, we received 2 invoices, T1 and T2, every single toll inside has a different cost.On the invoice T1, there are 5 tolls, that have been passed by 2 booking numbers B1 and B2 (two unique customers). The total cost for now for B1 = 6$ (1+2+3). B2 = 9$ (4+5). Customers haven't been charged yet, that's an important information.Before we attempted to charge invoice T1, invoice T2 from another en

Hi allI am trying to have AirTable send out a webhook at a specific time for records that meet specific conditions, but I realized the "At a scheduled time" trigger does not really allow me to go through conditions to search for specific records.I was considering to work around this by changing the trigger to "When record matches conditions" and set one of the triggers to a formula field with DATETIME_FORMAT(NOW(), 'LT'.But I realized the system does not update the NOW() field in real time (seems to be around every 10min or so?)Is there another workaround within AirTable itself? Or do I have to use make.com/zapier to make this work?Just for reference, I simply want AirTable to send out a message to my team members at a specific time if there's a record that specifically meets the conditions.Thanks in advance

Today, I set aside some time to explore batch techniques for use with await table.updateRecordsAsync(), figuring out the most records that I could update with the 30 seconds allowed within an Automation Script. I wrote a script that updates a Status from “Todo” to “Done” in batches of 50 records at a time that updated approximately 7,000 records within the allowed 30 seconds - before the Automation timeout stopped my script. The same script works as expected within a Scripting Extension App, and takes ~4 minutes for a table with 50,000 records. Although my batch Automation script was my first attempt, and perhaps a little mediocre around the edges - functionally it worked without error - and from this I’m assuming that the most records anyone could hope to update within one Automation script is 7,000 records. //Script can up

TLDR: I have a functional automation that creates and updates Google Calendar events based on records in a table being created or edited. The problem is that if someone RSVP’s (yes / no / maybe) to an event, and later the record changes, the automation updates the event, losing the RSVP status for each person in the process. Does anyone know if there’s any way around this? Otherwise, I don’t think I’ll be able to use Airtable for this part of the project. :frowning_face: Digging deeper: This isn’t normal behavior for Google Calendar. If I manually create an event that people RSVP to and I edit and save the event, attendee RSVP info isn’t changed. Even if I remove every attendee and re-add them (as I thought Airtable might be doing) it still keeps their RSVP info. I don’t think it’s deleting and creating a new event, because the GCal Event ID isn’t changing. Perhaps it’s deleting every attendee, saving the event, and re

Hello, I'm hoping that I could get some help writing a script to get around the 100 records limit with Find Records. Currently, I have an automation set to run each weekday at the end of the day to find all the records that meet two specific conditions and then a new record is created into another table.The automation works up to 100 but if I have more than 100 records, it will leave out the others. It looks like there might be a workaround for me to use a script but I'm not sure how to write the script.I basically need a script that will find all records that match a specific condition (not just 100 of them) that I can place in front of the other actions I have. Is this possible?@Justin_Barrettor @kuovonne any chance you might be able to help me with this?

we have several automations that involved sending an email with an attachment. they worked as designed on 11/30/22. However today, 12/2/22, they fail to send. i've attached a screenshot with the error. The error says "Microsoft reported an error while processing this action: Failed to fetch an attachment".The automation is designed so that first the person record is selected. Then an update is performed that links the record to a record in another table that holds the file to be attached. The Attached file is included as a lookup field in the person record. This portion of the automation all works. It fails in the next step, when the email is supposed to be sent. Normally, this all happens within seconds.any ideas on how to fix this?

Hi everyone,I'm trying to create an automation that updates the record based on info from a webhook. Currently I have created a webhook containing some usernames and based on that I want to find a username in my airtable and update it with info from webhook.My plan was to:1. Create an automation with webhook trigger2. Run a custom script which finds a certain record ID based on username received from webhook3. Use that record ID for an update record actionI'm stuck on step 2 since I don't know how to create a custom script that returns record ID that can be used in further actions. Any help is appreciated!

Hello all! I’ve got a conundrum. The company I work for is very large, and it’s not feasible for us (financially speaking) to give all the retail employees accounts so they can access the Airtable base. (we’re using Airtable as a product database for use on the sales floor.) (currently it’s only in a testing phase at one of our stores). Anyways, I’ve worked around that by providing them with a publicly shared link. however this obviously does not allow them to change any records, and this is where my problem begins. I have a formula that runs by selecting a single item from a linked record, and comparing that selected item against the rest of the database. However because they don’t have accounts, they can’t change the selected item for (lets call the formula, “recommendation system”). I have figured out a workaround for the access part by using a form link and setting that to open by activating a button. I had to make this on a separate table because after a form submis

Hello,How can we do, in a script, to apply a filter that returns records that match two conditions.My attempts :let filteredConcurrents = query.records.filter(concurrentEdition => { return concurrentEdition.getCellValue('Edition Record Id')?.includes(editionAnumeroter.getCellValue('Record id')) }) let filteredRecords = filteredConcurrents.records.filter(catego => { return catego.getCellValue('categorie_texte')?.includes(categorie) })Thx for your help

Newbie alert! Our new, small quote+follow up Airtable database works, we have an automation to email quotes to clients. It works just fine. We would like to refine things a bit by adding a CTA link/button allowing client to accept the quote contained in the email in one click (or by creating an automated acceptance email in return). Is there a simple function in Airtable that would allow us to do this – or is this a new development/third party connector issue? Thank you.

I have a fairly complex set-up with Airtable automation and Integromat automation that does a whole bunch of stuff very nicely. I'll attempt a simple description of one part of it that is relevant to my request...People can use a form to "watch" for changes in a record. Their email address is added as a multiple-select option to that record when they submit the form. The automation I've set up sends them an email when that record changes.This all works fine but now I want to allow them to cancel this alert and I'm a bit stumped. My thinking is that they can use a second form which references the record and their email address and when it's submitted the automation will look up the record and remove the multiple-select option that matches the email address if it exists.I just don't know how to do this. I'm assuming a script will be required and I'm not familiar with scripting myself.Help? &#x1f605

Hey all. I’m trying to use WP Webhooks pro to export records into a custom post on our Wordpress website. We have real estate listings in Airtable and want to export this data including images to Wordpress, where we use custom post types as listings. Apparently this can be done with Webhooks. But I can’t 100% figure out how to do. I’ve been some tutorials online where they create a button in each record with formulas that fires a webhook for that particular record, which would be perfect. But how are the images exported? Any feedback and guidance really appreciated. Thank you!

I have an Airtable which contains several automation scripts that are being run. Is there a good way of automatically saving those scripts to an external source, or connecting them to a github repo (or something similar) so that version controlling can be done on them? This would be useful for me to keep track of what changes have been made and give me the ability to restore older versions of the script if something breaks. Apparently Airtable’s “Snapshots” do save the automation data, but I’m not sure in what capacity? The documentation online seems to mostly focus on the table data itself. Plus, there isn’t a way I know of to “look inside” the snapshot, only restore that version completely.