Skip to main content

Automations

Ask your questions about Airtable Automations here.

  • 5,191 Topics
  • 16,173 Replies
5191 Topics
R
RingslingerParticipating Frequently
posted in Automations
Create records from multiple records found.

Hey Airtable community,I've got an automation where I need to create multiple task records when an episode is marked as "received". Here's my setup:Tasks List table: Contains template tasks linked to specific showsEpisodes table: Where I check "received" to trigger automationTasks table: Where new tasks should be createdCurrent automation:Trigger: When "received" is checked in EpisodesFind records: Looks up matching tasks from Tasks List based on showCreate record: Tries to create tasks in Tasks tableProblem: The "Create record" action creates one record with all tasks combined, but I need separate records for each task found. Quick example: The "Tasks list" table has entries for Task List    | Show |Transcode | Show A Show B |Send to A  | Show B |Send to B  | Show B |Send to CShow A : may fit one of those criteria. Show B : fits 3. When run the automation for show B I get this single recordTranscode, Send to A, Send to B |  Show B |Whe

83
TheTimeSavingCo
T
Team111New Participant
posted in Automations
Airtable to Memberstack

Hello 👋We are trying to create an automation which allows us to review membership applications before sending invitations or creating membership accounts.We can get the Webflow Form data to Airtable but are struggling with how to get the data into Memberstack 2.0 and have it create membership accounts once approved in Airtable using a status update in the table and then have Memberstack send email invites to approved users.The intended process works as follows:A user fills out a native Webflow Form on the websiteThe form submission triggers a scenario in Make to send the form data to an Airtable BaseAn Airtable Automation triggers an email to notify the team of a new membership applicationThe team review the pending application and approves the submission in Airtable, setting the status to approvedThe newly approved submission is filtered into an approved-only view within the Airtable BaseThis change in status is read by Make and sends the submission data to MemberstackMem

253
matthew_b
R
RosNew Participant
asked in Automations
Is there a way to create a form to add attachment to an exciting record?

Hello,I am trying to figure out how to create a form to add attachment to an exciting record.I have a form that updates  any field including attachment in exciting record but problem is it doesn't keep attachments that was there prior.My main idea is to share a form with anyone online so that anyone could only upload files to an existing specified record and not be able deleting files that were uploaded by others.  Thank you.

1789
H
C
Caspian_AlmerudNew Participant
posted in Automations
Importing attachments via api and zapier

Hey everyone! I’ve set up an automation in Zapier that sends signed agreements from our service to Airtable. I’ve gotten everything to work as I want it to, but not all of the PDF:s are attached in airtable. I can’t really see a pattern to why the documents wouldn’t show up. From what I can see in the version history of the rows that aren’t, the PDF has been there but then instantly removed. It seems the problem lies with Airtable as the document shows up, but I can’t figure it out. Here’s what it looks like in version history: Any ideas on why the document gets deleted?

506
C
Alex_from_66_PR
Alex_from_66_PRParticipating Frequently
posted in Automations
How to create a PDF from many images in attachment field

HI,  I run a real estate agency and woud love an easy way to create a PDF from images in an attachment field.Basically the way we do inventory is by images and it takes agents too long to drag and drop images into a doc file. Woudl be great if they can upload all images to an attachment field and then the PDF is created with the all the images.  Whats the best way to do this? Preferably free or very cheap. We usually need about 60-100 inventory documents per month. Thank you in advance!

783
angelikach
L
Leslie_BurkeInspiring
posted in Automations
'"Fields" could not be converted to a string' automation error

An automation of mine that usually runs fine started throwing this error and failing sporadically. It's for a webhook automation that brings in orders from Shopify. In my attempt to isolate the issue, I've deleted every field from my "Create Record" action, except for Name (single line text) field where I attempt to enter the Customer First & Last name, but it still fails. 🤔 🤔 There are no roll-ups on the table where I'm trying to create the records. There are some formula fields on the table, but I'm not trying to write to those fields. Any ideas? The other threads related to this error message in the community forum did not contain an answer.  

374
Théau12
W
WL35_2New Participant
posted in Automations
displaying inventory on Order Line Items (Shopify)

Hello. I am new to Airtable and have spent a better part of a week trying to figure this out and I'm stuck. I hope the community can help me out.Our Airtable connected to our Shopify store via Airpower, so everything is synced in real time.We have a Table named 'Order Line Items' that displays each Shopify order and each item (SKU) is separated in its own row within the order. What we are trying to achieve is to display the inventory number for each item.Inventory data is stored in another table named 'Variants' and organized by SKU in one field, and the inventory quantity in another field.Does anyone have experience with dealing in anything similar?I'm not sure if this is relevant, but I have gone as far as being able to create a field in the Order Line Items table that links to our Variants table (that contains inventory data). However, I have to manually enter the SKU that was ordered before inventory count can display. The example below where for it to work, I have to type in the S

314
Théau12
M
Marika_VallierParticipating Frequently
posted in Automations
Debulk List of Records

Hi everyone!I am trying to have an automated Slack message sent every Friday to notify about the leaves planned for the coming week.However, my current automation (trigger: at scheduled time + action: find record + Slack: send a message) uses the List of Records which ends up very bulky and unpractical for the team.Ideally, it would create a list like:@Marketing-team: no leave@Hardware-team: Joe (2 days, Mon-Tue, Leni (1 day, Mon)etc...Could anyone provide some ideas on how to make this announcement more digest?Looking forward to your solutions and grateful for anyone's time looking into this! 

73
M
S
System_CoorpacaNew Participant
posted in Automations
Request Airtable data from within a Slack channel

Hi!I am looking for a way to connect airtable and slack allow users in my Slack to use forward slash commands to request data from from specific fields in a base in Airtable. The goal is to create a seamless way for teams to retrieve specific information directly in Slack from Airtable. I am the main admin in our Slack and Airtable so permissions arent an issue.Example:Use simple commands like /Airtable to retrieve theinformation.Information I am trying to request would includeRegionLanguageQualityetcBeing able to filter the content would be great too.I have tried Airtable automation but havent been able to figure it out.Thanks for your assistance in advance!

41
ScottWorld
cvoith
cvoithKnown Participant
posted in Automations
Outlook group calendar connect to airtable

Hey guys!I am trying to link a Outlook 365 group calendar thats shared with me to airtable, but airtable only seems to see My Calendars (one's I've created).  Does anyone know of a way to get airtable to see the group calendar? I thought it might have it's own login since it has a email address, but apparently not. Let me know if anyone has run into this or has a solution. Thanks! 

322
jfevurly
R
Ryan777New Participant
posted in Automations
New to Airtable - Keep getting error 403 and I can't seem to fix it

So I was following a video by AI Andy called Scrape 1000 viral content ideas: Mind Blowing Automation...I have never done anything like this and have ran the scrapers, entered the API keys, and followed the directions of ScottWorld for using MAKE with Airtable. Yet, I still get error 403. Do you need a paid account to get this to work from Airtable? Do I even get starting credits when I join? The credits say zero, but I am not sure if I need them or not. I guess there is no free trial offer? Any thoughts would be helpful!Thanks,Ryan 

733
ScottWorld
J
JoVaNew Participant
asked in Automations
Table Syncing - manual triggers

Hi Airtable community,I am an avid user of Airtable for some time now, and am going deeper into spreading data in different bases (within 1 workspace) and letting these bases interact. I checked some other forum posts and the Airtable notes on how to get tables to sync manually, however am only able to find the below:beyond the manual trigger button, there is no way to directly trigger a sync action between 2 tableswork around is to update a record in a synced table, to trigger Airtable's automated sync actionanother work around, or combined with the above, is to use 3rd party tools eg. Zapier to touch a record and trigger a syncI was hoping for another way to trigger a sync action (API or Airtable functionality) directly eg. by automation, so not by doing the above. But to my understanding this does not (yet) exist. FYI I am on a Team plan. The use case would be to overwrite data for scenario management, meaning different bases represent different scenario's that need updating on

205
J
S
SSeatonInspiring
posted in Automations
Outlook automation - email attachments outgoing issue

Hi all,I'm trying to set up an automation that sends an Outlook email with an attachment. The email works and sends, and the test email is received into the inbox but the attachment isn't there on the outgoing email.The attachment field is filled 'Doc 1st Email' from the relevant column, the attachment is in the column,I'm really at a loss as to what I'm missing here.

187
TheTimeSavingCo
A
amacNew Participant
asked in Automations
Support for adding _single_ actions at the *end* of an Automation Repeating logic block?

Use-case: As an Automation user, I have a use-case where I want to on a weekly scheduled (cron) basis query records that meet the criteria in one table and then create new child records of another table to the parent table and then email a consolidated report that includes the newly created childed records to the relevant recipientsCurrent outcome I can use the `Find` action to query for the specific and relevant records just fine, however, it is my understanding that once I use a `repeater logic` block, I can't "exit" the loop and append an Action outside of the repeater block once that the repeater has finished,Is my understanding about this feature limitation correct? Current work-around: I set up two separate Automations, both triggered by a cron schedule:The first Automation is triggered by its cron schedule, finds a list of records and then in a repeater block iterates thru each record in the list and creates a child record of a differ

94
A
S
SBeauNew Participant
asked in Automations
Need help pulling info from one table to another

Hello! I am currently pulling info from Jira into a table, and then pulling Sprint Start / End dates from Jira into another table. Because Jira doesn't expose that information directly, it is pulled into a GSheet, which I then pull into Airtable.The Sprint Name is pulled from Jira directly into my main table, and there is an exact match for each in the Sprint Info table. I created a Link to Another Record field which sources from the Sprint Info table, and corresponding Start / End date Lookup fields based on that table. I created an Automation that looks for any records in my main table that have a non-empty value and updates the Sprint Info 'Link to' field with the value from the Sprint field (screenshot below).When I generate a preview of the automation results, I can see that the Sprint Info linked field gets a value, but when I go back to my table, nothing is actually being updated. Any idea what I might be doing wrong, or a better way to accomplish this? 

193
TheTimeSavingCo
T
triplexmenParticipating Frequently
posted in Automations
Replicating Power Automate Flows into Airtable Automations. Is it possible to replicate Parse Json?

Our team is moving from Power Automate Flows to Airtable and I would like to see if its possible to replicate the automations. I understand that some features are very similar however Power Automate has a 'Parse JSON' feature that Airtable does not have. Do you know the best way to replicate this into Airtable?

163
TheTimeSavingCo
J
Javier_Plaza_GoParticipating Frequently
posted in Automations
Automation printing extension as a pdf and sending by email.

I have an issue, and im not sure if there is any possibility to do it, but could be a great help form my data base functionality. I need to, under some circunstances which would trigger the automation, to print through an extension that specific record as a PDF, and then send it as an attachment on an email. Is that even possible?Thank you in advance

955
U
S
SpelaUKnown Participant
posted in Automations
PDF is created (via Page designer) when the Form is submitted

Hi.When a form is submitted I want to send an email with a PDF of the submitted form.. I know how to create automation for an email, but now I ran into a problem of how to get that PDF. I already created how the PDF will look like with extension (Page designer) but I don't know how to automate that when the Form is submitted that the PDF is created (and also sent as attachment). So bottom line: I want that the PDF is created when the Form is submitted (and also if there is possibility, that this PDF is saved in the "attachemnt" field in the same Table).  Thanks.

1504
U
R
rfscott2016Known Participant
posted in Automations
Automation to create a record in a table based off find records

I am trying to create an automation which take entries in one table to create a record in another table. It is currently erroring out on the date field as it seems to have multiple dates in the field (not sure why since I only see one date).  Is there a way to get the latest date or the date of the current value? I have also noticed that there are other fields with multiple entries as the project information is update. Is there any way to just get the latest information? Do I have to write a script? Here are some screen shots    

114
TheTimeSavingCo
Paolo_Perrone
Paolo_PerroneInspiring
posted in Automations
Script to Deselect a Multi-select field

I'm trying to create an automation to deselect the option 'language' from the multi-select field 'todos' in the table 'Post'I'm doing this through a combination of automation and scripts.I'm new to scripting and put together this by looking at some examples from the community and asking ChatGPT, but it's still not working.Anyone so kind to give it a pass and point me in the right direction? // Prompt the user to select a table and fieldconst table = await input.tableAsync('Select the table (e.g., Post)');const singleSelectField = await input.fieldAsync('Select the single-select field (e.g., todos)', table);const singleSelectValue = await input.textAsync('Enter the single-select option to deselect (e.g., language)');await main();output.markdown("# Done");async function main() {// get the recordlet record;while (!record) {record = await input.recordAsync(`Select a record in the ${table.name} table`, table);if (!record) {output.markdown('You must select a record to continue.');}}&nbs

124
Paolo_Perrone
H
Hamza_NovdistyNew Participant
posted in Automations
new shopify order

hello every one,so i set my trigger on "When webhook received" (i receive a webhook for every new order in shopify) the problem is i wont to create a line on airtable for every line item and it has to contain all clients detail and product info related to that line item, any help would be appreciated.

294
Théau12
G
Gavin_Fudge1New Participant
posted in Automations
Airtable & Shopify Integration - Integromat

Require some help on moving/changing data between Airtable and Shopify, using integromat. Reason? We have items where stock is managed in Airtable and Shopify. Shopify is used for items sold online, the Airtable system for items associated with jobs within the business (the items are automotive parts, so we sell some, and use some internally). The reason the items are managed on Airtable is for integration with other data/information requirements. Stock is managed in Airtable by having 1x table that is a list of items, and one times table where a stock adjustment record is added. Example, Item A exists in the list table. On the stock adjustment table, if stock is removed, a line is added that links to that item, with ‘1’ added to a Stock Out field, likewise for stock in. On the list table, the stock amount of Item A is calculated as a simple In minus Out roll-up. We have put together an Integromat automation that watches Shopify orders, and can add a new stock record when an order is p

304
Théau12
A
acidcoderNew Participant
posted in Automations
Simple Shopify product sync code

I already posted some order integration code before: https://community.airtable.com/t5/development-apis/shopify-order-integration-code/td-p/198332This time it's a simple script to sync products from Shopify to Airtable, if anyone is interested. The code can be found in this repo:https://github.com/codeupify/functions/tree/main/shopify/airtable-product-syncThe code is in Python and using Flask as a webserver that you can host somewhere. There is also a serverless solution available here if you don’t want to spin up your own server:https://codeupify.com/f/gl9av2maG1

141
Théau12
S
sntsallyNew Participant
posted in Automations
Connecting Two Bases: Automating Completion Updates

Hi All,I hope this message finds you well!I’m currently working on a project in Airtable that involves two different bases, and I need help ensuring that when a record is marked as "Complete" in one base, it also reflects as "Complete" in the other base without the person manually marking 2 separate records in different bases. Here's a loom video - https://www.loom.com/share/fdb6298730f3446cb3f74afe0979669c?sid=5744e56b-d093-47d5-bf70-15f75bc4773d.If anyone has experience with this or could offer guidance on the best approach to set this up, I would greatly appreciate it!Thank you so much for your assistance!

2944
R
M
markevansvaNew Participant
posted in Automations
Please help with error! base error value must not be empty.

I am trying to integrate airtable to make.com to do outbound calling to vapi. I'm having an error message / not getting a connection option. In make.com to Airtable connecting my airtable OAuth connection is empty error message is showing - the base error value must not be empty.

51
Dimitris_Goudis

Badge winners

Show all badges
Terms & Conditions