Automations

I am triggering an automatic email when a record is created. I will send the name of the record and the dynamic data of each record. there are specific records that if they are empty I want to hide the data and also the name. How can I achieve this?

I want to use an API to trigger Zapier as waiting for a record to enter a view might sometimes take too long for a near real-time sync operation. So I want to pass the record id of the record that needs to be processed by Zapier. I have no script code experience but I should be able to understand the code from how to get the incoming parameter and pass this to the webhook code. And same for the webhook URL. Thanks for your help.

I have a table with a view for monthly credits that are active and I am looking at getting an automation that creates the corresponding list of records in the next (usage) table each as their own records. Better explained, the benefits list table has records of benefit1, benefit2, benefit3 that meet my criteria (active/monthly determined by the view). I want the automation to create new records for those benefits: benefit1, benefit2, benefit3 as their own records so that I can track the usage in the second table. When I run the automation it’s creating a single record with the values from the entire column in one cell but I want them in their own row. Can someone clarify if I am missing a setting?

Testing an automation using Gmail and get this warning in my inbox when it is sent. Is there a way to resolve this since I very much need to have a form link in the email?

This automation is a test, not actually in use. The idea is that the primary table has three fields/columns A, B and C, and also a Status field with an option ‘Done’. When user changes Status field to ‘Done’, I want to get the values in fields A, B and C and use them to create records in a second table. I’m assuming here that the practical options (when user clicks ‘Done’) are just four: Only A has value, so create 1 record in table 2 Only A and B have values, so create 2 records A, B and C all have values so create 3 records in table 2 A, B and C are all empty, so do nothing (I’m skipping the possibility that A could be empty but B and/or C is not.) See screenshot below for the way I’ve handled the logic. The only way I could think to make this work was to start with a condition group that tests for option #3 above first. Then I test for option #2. Finally I

Continuing to work on a base for automated emails regarding expired credit cards. @Ben.Young already helped me with a formula field, but now as I take the next steps into automated emails I’ve hit a weird issue. As part of my automated message I want to include a link to our blank fillable Credit Card Authorization PDF. So I found the amazing script for converting attachments to urls, executed the script, filled my new form link field with URLs (formatted as long text), however when I attempt to enter this field as dynamic data in my automation it isn’t showing the URL.

Hi, I’ve trying to create an automation that will create a record in one base from and automation in another base, while I understand scripts as base bound I also understand I can do this wit the API. So I’ve been looking at the API ref and it give you the basic JAVA to do this but! The Code: let inputConfig = input.config(); output.set(’’,${inputConfig.FistName}); let fn_var = ${inputConfig.FistName}; output.set(’’,${inputConfig.Surname}); let sn_var = ${inputConfig.Surname}; output.set(’’,${inputConfig.StartDate}); let sd_var = ${inputConfig.StartDate}; output.set(’’,${inputConfig.StartLocation}); let sl_var = ${inputConfig.StartLocation}; output.set(’’,${inputConfig.LineManager}); let lm_var = ${inputConfig.LineManager}; output.set(’’,${inputConfig.JobTitle}); let jt_var

If I have a column(Data 1) with multiple select (Data: 1,2,3,4,5), when the user has selected numbers, how to automatically extract unused data in column(Data 2) like on screen?

Our company collects availability forms in Airtable from an external source. When these forms are collected, they create a new record in a “forms” table. We have a separate table called “availability” that brings in select data from the forms table to compare availability across types of submissions. I am trying to set up an automation that will bring in this data into the availability table automatically (e.g. by adding another linked record) rather than having to do so manually. The highlighted cell shows the records I want to add to the “school forms records” field using the update records action. This image shows my trigger: when a record is created in the School Forms table, do x, y, z.

Hey there, I have the following set up. There are 2 columns in table 1. Column A “Monday of the week” is a formula field that calculates the Monday of a week. Column B “Manual weekly entry” which is a linked field to table 2. Table 2 has a primary field “Monday of the week”. There is also a roll up column that rolls up all the record in Table 1 that are part of that Monday of the week. When copy pasting manually Column A in table 1 to Column B in table 1 everything works perfectly and there is only 1 Monday of the week with a roll up of all the record that should be in that roll up. However, when trying to automate the copy pasting through Airtable Automation (or Zapier, the result is the same) then the pasting is happening correctly, but in Table 2 we see that a duplicate Monday of the week in the primary field is created with each time only 1 record in the roll up. Is there a way how this copy paste can be automated without creating a

Hi. I am having a hard time making automation work with my Google Agenda. Creating an event is simple enough. But updating a record always fail, I do not understand why at all. Maybe somebody experienced the same roadblock?

I have a problem with using an encoded URL in an automation, specifically to put the URL in a Markdown field. I made a new table to illustrate the problem : The formula field encore the URL as follow, this is correct : I have an automation that fills the third field, configured as a long text with rich text enabled, this is how the automation is set up : This produce the wrong result. In the markdown, the URL is not encoded anymore : Any idea how to get around this ? I can disable rich text in the field and it will work correctl

Is there a way to search for a record, (and ideally link it) in table B based on an email address field in table A, whilst entering the new record in table A?- I dont mind if it fails if it finds duplication or none, but it would save me much time to automate this? Thanks in advance!

Within the last hour all of the automations just stopped processing through and now have a “In Progress” for the run history. I checked the automations as there was no field values changed and the trigger never changed. Additionally, I ran a few test automations and they went through and updated the fields correctly. However, when a form is submitted the automations doesn’t process and gets stuck at “In Progress”. I can’t find anything to show it is broken on my end. Is there an announcements portion or something that maybe AirTable can state if this is more then a local issue and effecting others?

The interface (GUI) to automation has changed for me in the last few days. Not sure if that is related, but many of my automations across multiple bases have stopped working. The only pattern I have so far established is the trigger (I mostly use record entered view) fires correctly. The log shows “In progress” as the title and under the first action (mostly a script) it says “Step pending”. It then gets stuck there, doesn’t time out, doesn’t error! I have a PRO plan and am no where near any limits, as best as I can tell. Weirdly, if I create a brand new automation on a test base it works, but editing an existing automation, turning it off and on has no effect. If I test the script from the edit panel then I get an error that just says “Unexpected error has occurred, contact support”, I get the same error even if I completely blank the script or do a simple console.log(‘test’). I have raised a ticket with support but given I am in Australia I need to wait lots of hours before they e

I just connected a base to slack and I’d like to automatically message a specific employee when a customer’s credit card expires. I have a field with expiration date, another field with a formula “IF({Expiration Date}<TODAY(),“Expired”,“Valid”)”. Is there a way I can trigger a slack message when this field is “Expired”? Would I use “updates to watched record” to configure slack message? If so, how do I make my formula field a “watched record”?

Hey everyone, I’m trying to set up an automation that will send an email link of a completed, submitted form. I have selected the correct trigger and action, but when I try to add the attachment it doesn’t allow me to do so saying the link is not available Is there something I’m missing. Nikesha

Hey guys here’s the scenario: I have table 1 with leads and table 2 with clients. Once I update the status of a lead in table 1, I’d like it to appear in my table 2 as a client. It sounds so easy but I can’t find a way to set this up. Please can someone help? Thanks :v:

Hi. I’d like to write a script where I change the formula of a formula field when a record is updated. Is this possible? I need this because I need all my values in a column to be the same date, so I configured this field to be: DATETIME_PARSE(“01/07/2022”, “DD/MM/YYYY”). But I need this date to be changed by my user through the dashboard (by editing a specific record). So I’d like to run an script that changes this formula, replacing the date part (“01/07/2022”) for the new one, picked by my user, so my entire column will get the new date value. Anyone can help with this?

I want to run some code on within Airtable to run a NodeJS script that will scrape Google search results and then save the results to my base. This is the code: Google API | ScrapingBee Possible?

I have a base that I am using as a CRM. We have one tab with all of our contacts listed and one tab with all of our opportunities. There are hundreds of records in each. I’ve just realised, when attempting to export a list of emails related to opportunities by stage (for example a list of all of the emails associated with our wam leads) that our sales associate set the opportunities up without ever linking the contacts to each opportunity. I now need to bulk link them all. Is there an easy way to do this that doesn’t involve going into each opportunity individually? Thanks.

In Table A, I am trying to create three columns whereby each column would automatically and randomly select a person listed in Table B (same column), whenever a new record is created in Table A. However, these are the additional requirements: There cannot be any repeats within a particular row. Repeats within a column (i.e., on several rows) is OK but is conditionally limited to a maximum number of two repeats. Selections are conditional based upon the person’s status (in Table B) (e.g., “status 1”). Here’s an example. TABLE B (the list of persons that would be randomly selected from in Table A)

Having issues with time entry from Airtable base, changing when syncing to my Google Calendar. I’ve tried several different approaches for the sync (Sharing Airtable Calendar View, Zapier and Automation: sending an event). Each approach properly syncs the day, but the time from my Airtable base table is always 5 hours off from the synced event in my Google Calendar. Example: 7PM in my Airtable base table, synced to 2PM on my Google Calendar. This 5 hour difference leads me to believe it’s a time zone setting. I’m American/Chicago time zone. Airtable Date Column Settings: Date Format: Friendly; Time Format: 12 hour; I’ve turned on “Use the same time zone (GMT) for all collaborators” Any suggestions what setting I’ve overlooked? User Level: Free Account

I’m running a school and trying to automatically generate a sheet that shows which students will be in attendance on which days. We have several part-time options, for example, someone can come Mon-Tues, others may come Wed-Friday, some Mondays only… For reason that seem unnecessary to explain here, I’m using Jotform to collect initial info, so I’ve created an automation that searches the field Jotform populates (Days attending. Looks like “M; T”, etc.) for “M”, and the action it takes is to select “M” from the linked field of days attending. It worked great. Then I created one for Tuesday. It also worked great. Except that if someone is attending Monday AND Tuesday, one will cancel out the other. How do I get it to put in BOTH? I’ve literally been working on this for HOURS. @Elias_Gomez_sainz @Mohamed_Swellam @ [ScottWorld]

Is it possible to insert an Image to google docs using automation? Now i can only insert url of the img…