Automations

I’ve created a simple 3 question SMS flow in Twilio and by using Zapier I am easily seeing new records and their SMS responses in Airtable. How do I get all 3 responses added to the same record? I did my best to search for this and came up short, I apologize if this has already been answered. Thank you!

How do i lock second column in airtable like the first one is always locked from scrolling left and right ?

Hi, Newbie-ish here. I searched the forums - cannot find anything. Created simple from - nothing at all fancy - when I getthe share link - it works, but using it and filling it in does not add any records in the base - tried several browsers and such No passwords turned on - nothing to block, Form comes up - fill it in, get a confirmation - then, nothing. Any help greatly appreciated! Thanks!

Hello there, I’m trying to use automation for a particular case, with no luck so far, so I’m looking for some help here finally. I have several choices for a field, let’s say CompanyA, CompanyB, CompanyC. Now I’ve got another field, providing an URL, which is different for each A,B,C company (so 3 different URLs in this example). Now if I work on a particular record / line of my base, I’d like the URL cell to be automatically changed with a defined value depending on the company I choose in the Companies field. If I choose Company A, then the URL cell will automatically get the URL - A value, and so on. Any idea on how to achieve this, please ? Thanks in advance, Regards.

I am trying to match founder table with investors table and when there is a match, I am sending email to the investor. In the body, I am writing like this “Hi {investors name}” but it takes all the matched name instead of the investor I am sending an email. How should I do that.

I have an airtable base that contains leads information. I have a Google Sheet that contains information about those leads and other leads not contained in Airtable’s base. I’d like to add a lookup field into my Airtable base, but I want to lookup data from the Gsheet. Is this possible? Should I need to develop a script to do so?

Hi there, hoping this is an easy one but can’t see to make this run. I have an automation watching if a particular field is changed, and would like to then notify the collaborators who are assigned to that record either inside AirTables notifications or by email (am assuming because they are collaborators Airtable should know their email addresses). Thanks T

I have set up an automation to Update a Record from ‘Live’ to ‘Completed’ It has no errors so the logic works. It is set up to change the status to ‘Completed’ if date is before ‘Yesterday’ For some reason I have a bunch of data that have a date before yesterday that just aren’t updating. Any ideas why?

Hello, I am currently setting up prefill formulas and everything seems to be fine except for fields with percentage values, they get prefilled with either 0% or 1 % Kindly advise how to go about this. Regards, Nelly

Hi :slightly_smiling_face: I would appreciate some help. I am using automation to send Airtable records to Integromat webhook and I have successfully managed to send and work with data “recordID”. That is also the trigger in the first step of the automation “When record updated”. The remaining two Input variables are linked files, and I can not manage to receive data from linked files in Integromat. Maybee these two lines should me rewriten since they are linked files? await fetch(url + inputConfig[“Opportunity”]); await fetch(url + inputConfig[“Suppliers”]); Thak you, Pjero

I want to connect to an external payment like payu or razorpay for payment and redirecting back after the payment and saving payment status.

When vehicle is selected within the contract, add trigger to change vehicle status from Available to Hired? Selection of vehicle is linked column. Also status column of contract tab should be Active Rental. How to Do that in Airtable Automation or make.com Similarly When Contract is moved from Active Rental to Returned, can a trigger be added to change vehicle status from Hired to Available?

I am trying to match field values from founder table to investor table based on different conditions using airtable automation. Now i am sending email to the business owner regarding founder matched with different investors, how many investors are matched which is working fine. But also, I want to send which field vales are matched, right now all the field values are printing meaning same values are printing again and again. I just want to print unique matched values, how can I do that.

Hey guys, Anyone else having an issue when using multiple conditional actions that AT (desktop version or web version) takes forever to respond? I’m creating conditional actions to link records. Each conditional action has to be specific to link the right type of record. Once it starts to hesitate, it feels like that wait time exponentially increases for every conditional action I add. Eventually, it gets to where I have to wait minutes just to set up the next conditional action or click. It’s not like I’m on 30 of them either - I’m on 5 of 14ish. A solution could be more automations to break up the task - but isn’t that what conditional actions are supposed to prevent? Especially since we have a limited amount already? Anyone else experience automations freezing like this for extended times when working with larger conditional action sets?

I have a database with a number field that external automation will set to a value at certain times. I then require that value to be reduced by one every day until it reaches zero again. I tried to set this up using Find Record and Update Record in automation but it doesn’t appear that it can do this with multiple records in one table at a time. :grimacing: Is there a way to set this up? Possibly with some scripting?

Hi, I am creating a google document from airtable record, and the record also has a linked field that I am using in the document. It works fine with one linked record, but when I have two or more linked records I get an error " RuntimeError NOT_FOUND" How do I manage this? Thank you for the help, Pjero

Hello guys, sorry for bothering you, but I have a problem, and it seems that I can’t find the solution, so here I am. So automation goes like this: STEP 1 STEP 2 When I check Active team and add Team Driver (in this case Mike), automation will create new record that will look like in the “STEP 3” STEP 3 Automation will create the new record with combination of names of Record 1 (John) & Record 2 (Mike). That Record will have selected the option “Team” and “Active Team?” field will be checked. It will change field “1/2” from “Solo” to “Inactive Profile” Will automatically change “Active

Hi. Would appreciate some help here. I have a Junction table (Table 3 - created from the “Create junction table” app) combining Table 1 and Table 2. Just realised that if I run the app, new records or deleted records in Table 1 or Table 2 will also update Table 3 ( :thumbs_up: :thumbs_up: :thumbs_up: ). Challenge is, can I do this automatically (without pressing “RUN” and agreeing whether to “Proceed?”) Can this be done in the background (as an automation, triggered upon new record) or can we schedule the app to run at a certain time? Thanks for any advice. regards jamesquek

HI All, I am new to Airtable and it’s automations. I have been trying to get this one automation right but always trip an error when updating. I have tried several different triggers but just cant seem to get it to work. Any help would be appreciated. My scenario: My techs go to their appointments and after each one they submit a form. (Table 1) At the end of the day I pull a report of work completed and import into another table. (Table 2) When I import the information into table 2, I need the “Automation” to find the same “account number” and “scheduled date” in Table 1 (form submission) and update a filed in Table 2 as either “Submitted” or as “Missing”. I need both fields to match in order to differentiate between several visits to the same account. Any guidance would be appreciated.

I’m really new to Airtable, so my question may have a really simple answer. That’d be great if it does! I set up an automation that triggers at the beginning of each month and puts a series of 9 different tasks on two different people’s gantt charts based on who the task is assigned to. I have been asked to edit the automation so that month is attached to the name of each task (Ex: September Collect Nominations, October Collect Nominations, November Collect nominations, etc.). Basically, this means the names of each task would change with each new month. I have been scouring the internet and airtable to try to figure out whether this is even possible and how I would go about it and have not come up with anything. Does anyone know if this is possible and how I would go about this if it is?

I can’t seem to figure this out. Here is what I’m trying to accomplish. When A Record Matches a Conditon In Table 1, then Update Record in Table 1 (Field 1) with data from Table 2 (Field 1). Is this possible using the automations? Esssentially what is happening is when a drop down box in Table 1 = “Policy 1” then get the corresponding Policy from Table 2.

Hi All, I have multiple schools participating in multiple programs. Each program has its own form. So, we would send school A a form for program A and a different form for program B. In an attempt to make the forms as simple as possible, we are not asking the schools to select the program, rather I want to use automations to update the program name (linked) depending on which form is being submitted. For example, School A has been invited to participating in Program X. They complete the form, then the automation enters “Program X” in the linked program field. I just copied the text from the primary field of the Programs table. I set up an initial automation with the first program we have, and it worked perfectly. Then, I set up a new form for the next program, and I duplicated the automation, retested the trigger using the new form, and updated the program name for the new program. (Again, copied from the primary field.) In this case, the automation fails

Hello, I would like to make a form that will check in a table before letting the user submit the form. The use case: I have a list of coupon code that exists with a status field I send by email the coupon code to the user The user submits the form and the status field changes from notused to used. This is not automation because I don’t want the user to be able to submit the form if I understand correctly. How do I do this? I have the impression that this is not possible with airtable form, another tool I can use with airtable or a link please?

Hi, I am creating an automation that will have several conditional Actions, but I can’t seem to get past the first condition. My trigger is a view, and when I test my trigger I can see the specific field I want to use in my action condition, but when I test the condition I get an error. Here are the details: The field that I want to use in my condition is a formula field and contains text, e.g. “John Doe”, and I see this value “John Doe” when examining the result of testing my trigger. The name of this field is “Account Lead” I have no actions that run for all records While setting up my first conditional action, I set my condition as “If ‘Account Lead’ is John Doe” where I select the field ‘Account Lead’ from the trigger action, and type in “John Doe”. I have also tried using “contains” instead of “is” but I get the same failed result. When I test this condition, I selected “Use input from previous st

I am not sure if this is possible in Airtable or if it would required Zapier or other integrations (which I am open to!), but here it goes. We are trying to find a way to automatically combine and send records on a monthly basis. These people submit responses for each project they are working on, so we want to combine all of those project responses together and send them one email that has the status of all of them. In the above screenshot, we would want to send records 1-5 to Alan, 6-7 to Alison, etc. Right now we do this by hand by selecting each record, right clicking on the checkbox and then selecting the Email option. We would like to find a way to automate this process. We do not want people to get individual emails, as sometimes there are a lot of individual items, so it is important that the records get combined and then sent. I looked into the Send