Automations

Hello everyone, I’m currently failing on something pretty easy to solve I think. I’d like to create an automation that will send an email when a record matches certains conditions. I also want this email to contain an attachment that is always the same (PDF file), that is not in my airtable. I cannot find any easy solution. Does someone have one ? Thank you Franck

Hi. I am trying to create an automation that tests if it is current date and if date field is empty, and if this criteria is met trigger to create a new record with date field as current day. Can this be done? Thanks!

Hey guys! I was working on syncing Calendly with Airtable through Google Calendar to create a new event in my view. I realized I needed to include a company name for easier tagging so I went back into Calendly and added a company name in the questionnaire. I filled it out as a test and want to retrigger the data so I could add that field to the automation. Similar to how in Zapier you can find new records to test with. Is this possible? I tried creating a new automation to find the new data with included the company name but it pulled the same old record. Thanks!

Hi. I’d like to create a custom action and allow other bases to use it. Can I do that by building an app, or do I need to talk to the dev team?

I’ve created an automation that works great in two of my bases. I just replicated in a third base and it won’t work. It gives the error “Updating the record failed due to insufficient permissions.” I can’t find any differences in the automation at all. I’m completely baffled. Any idea what insufficient permissions means?

Hi All, Is it possible to install JS packages (using npm/yarn) such as lodash or a custom script that can be used in Automation scripts? Thanks, Tommy.

My automation’s status is “off” in the list, but when I edit the automation, the button is toggled “on” and I can’t change it or delete the automation (because it says it is on). It’s the same in browser or on desktop. Any help will be greatly appreciated.

Hi, I’m new to airtable and could really need some help. I’m trying to automate a flow where an email is send to a client every time a new attachment is added to an existing record. For that purpose i’m using the build-in automation feature. The trigger I’m using is “When a record is updated”, View “Grid view”, and Fields “Attachment”. The action i’m using is the Gmail: send email. All this works fine. My problem is that is sends the email twice when I upload a new attachment? I have tried the same setup with Slack, and also here is triggers the actions twice. What am I doing wrong? Any help is much a

I’m fairly new and trying to create an automation so that when I have completed a task, it goes to the bottom of the page, or a separate tab once it’s clicked as “done.” I’ve made a new column with a checkbox, but what’s the process for automating? Thanks so much!

For work I would have to automate our airtable, we use it to log projects and each project has a different supervisor. Now i would have to automate the system to send automatic emails whenever something changes in the “row” of that specific supervisor. I tried this via the conditions trigger with: WHEN supervisor is X OR … basically every “column” So that when something is updated for their project that specific person gets an email. However, this does not seem to work? As it only gives an update when only 1 field changes and not when for example 3 fields get updated accross multiple projects or even just 1? How can I fix this? I am looking forward to a response! Thank you :slightly_smiling_face:

I have just discovered that the automation for when “record enters a view” will only trigger the first time that it enters into that particular view, for both AT’s new automations and Zapier. Bit of a nightmare tbh! Is this the same for the automation triggered when a “field matches a condition.” My particular use case is for example using the kanban to monitor a workflow whereby a card may need to re-enter into a particular single select status (eg. imagine there was a status of ‘pending’ and I wanted to the re-trigger an automation to notify the right individuals each time it entered that status via slack) I cannot even find a workaround using the automation for “any field updates” and a last modified field. Thanks

I’m looking to import and categorize my amazon purchases. I have all of my purchases in a spreadsheet that I downloaded from Amazon (after I requested it). It lists each item by ASIN (a unique ID# for each product) but it does not include the category (e.g., Home and Kitchen, vs. Baby vs. Food, etc). I can search by ASIN on a third party website (https://amazon-asin.com/) and it will give me the category. Does anyone know how to write a script that can go to a webpage and retrieve the category text? I’m not good with writing code so curious if this is possible. And if so, can someone assist me or point me in the right direction? Thanks so much

Hello everyone, It may sounds stupid but I have an issue to sync cancelled events (Calendly) to my Tickets Table (Airtable) via Zapier. Basically, when someone cancels their attendance on Calendly, I don’t know how to change their status from ‘Booked’ to ‘Cancelled’ on Airtable via Zapier. I am using Calendly for my ticketing/attendance management. I have different kinds of recurring events, with different times/dates, with different users booking/cancelling their ticket. On Airtable my ticket table has a single select column called ‘Status’ so I would know when someone has booked or cancelled their attendance. The problem is I don’t know how to make Zapier updates the status column automatically from Calendly when it’s a cancellation (I know how to create a record when someone books though).

Hello, i have this error message, when my automations try to create google calendar meeting from record. Cell has “date” value All test pass. The only way to sync is duplicate existing record… and it’s working.

at first this did not happen, until one month of use. suddenly it happened, not all of the recorded data from Gform entered the airtable, after I matched it was really lacking, 36 data should only enter 21, and when I repeat I delete and fill in Gform again, there should be 36 recorded data entered, but on the airtable only goes in 21, sometimes 30, 29, 34

Please add a “Wait” option to the list of available Actions, where a user can require a certain amount of time to pass (in minutes, hours, days or weeks) before an Action can run.

I have set up a simple automation to create an event from a date and time field. These are PDT and my GCal is set to Los Angeles time zone. However, the event that gets created is one hour behind the start and end time listed in Airtable: 1st event should start at 9:30 am on 11/13 2nd event should start at 21:30 (9:30 pm) on 11/13 Here is what arrives: Off by one hour!

I have an automation that’s being ‘stuck’ in a vicious circle: I can’t press the ‘Update’ button on the bottom (well…I can, but nothing happens) I can’t switch the automation off because it isn’t updated I can’t delete the automation because it isn’t switched off In the meantime the automation keeps generating error reports by email, which is annoying my boss ;-). Can somebody shine a light on this? :slightly_smiling_face:

I have been using dashdash and airtable for quite sometime now. All of a sudden , I started getting errors today. The message is AUTHENTICATION REQUIRED. In some other applications I got an error message RATE_LIMIT_ REACHED ( Rate limit exceeded) Please try again. There is no change in anything as such. I changed the API key and tried . But the same results. Can someone please help ? Hari

I can’t create a google calendar event base in the row selected timestamp, i have the google calendar account connected, but in the automation i insert the date base on my record date field and generates an error in the run test. it’s posible to crate a google calendar event base on my records date field?.

Yesterday I made a form in Jotform that fill 3 tables in my Airtable database. It creates 3 new rows (one row for each table). That works fine, but there are no links to the different tables. How can I link automatically link the last record from table A (table 1) to the last record from table B (table 2)?

what value can i put to update a check field type? when some conditions are met I want to mark my field type check. if i put value “check” i get an error.

I have created an automation that is triggered when a condition is met, an email is sent. When I test it, it says “successful”. However, when I fill out the form with a condition, the trigger doesn’t work. This works for my other automation. Any ideas I am doing incorrectly?

Hello, i’m the owner user and my collaborators connected their google account, but I can’t select their accounts to connect to an automation. how can I do it? Is it necessary for them to give me their username and password for their google accounts in order to connect them?

I need to copy a record from one table to another table (or from one base to another base). The records I need to copy are the ones I label as “Expired”. The act of copying them will be done manually, that’s not an issue. What I am looking for is how to preserve the date in the Create Date field when copying the record. Right now copying the record would trigger the Create Date field to be updated with a new date (=now date). What I want is the new copied record to cary over the original create date. One solution I came with is to: In Table 1 (the record has Create Date field with the date) In Table 1 add another field called “Original Date” Set up Automation in AirTable or Integromat. It would trigger when this “Original Date” date field is empty. When copying the record into Table 2, this Original Date will be carried over (although the Create Date will have a new date =now date). I haven’t tested Airtable Aut