Automations

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?

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

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.

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    

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

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.

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

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

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!

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.

Hello,I am using actionable messages in slack to approve or deny purchase requests, holiday requests etc. Usually when I use interfaces for this I have buttons which update a field with the user who approved the request. I'm not sure how to replicate this using the slack actionable messages. There seems to be a token for 'user that took action' but I can't get it to populate either a user field or a text field with anyhting

Hi there,I'm trying to build automations for updated a multiple select field. The records in my table all have a "last updated date" field, which obviously changes every time a record is updated. There are two scenarios I am trying to solve for:1. When it has been over 12 months since the last update, I would like to add a tag in a multiple select column for "Last updated >12 months". I have figured this out using these instructions. 2. The next scenario I'm trying to solve for is when a record whose last updated date was >12 months ago (and is tagged "Last updated >12 months" is updated, therefore changing the "last updated date" field, and wanting to remove the "Last updated >12 months" tag from the multiple select field. How do I accomplish #2 with an automation? I can't figure out how to do this by either removing all of the options in the multiple select field (not ideal) or removing just the "Last updated >12 months" tag. Help please!

Hello !I'd like external users (not on airtable) to find specific records in a airtable thanks to a form filtering a database.Ex : I have a dataset of clothes, with criteria : type (tshirt, pullover, pant), prices, size, colorAnd I'd like my customer to be able to tick in a form those criteria (or not), so that I send him (or he sees) a database with only the specific records. ex : he ticks thisrt & pant, between 30 & 60€, M, blue, then lands (or have by email) the list of the 40 products that meet those conditions (among 3K products).Thanks a lot !!!

Hi guys 🙂How (or is it) is it possible to save and attach a document what is generated by the extension?With Page Design I designed a bill, and I would like to attach that bill to the exact data.Is that possible?Thank you all for any thoughts

I have an airtable graph in which I would like to export to PDF before my automation sends a message to slack. The automation message I'd like to include the PDF as an attachment. Is this possible?The issue I'm running into is the link does not show a preview to the graph and I was hopeful it would show an image preview.

I am currently using Airtable to manage payment records for my team. I have set up a workflow where each team member completes a form, and based on that information, we generate a personalized invoice using the Page Designer extension. I would like to know if there is a way to automate the sending of this invoice as a PDF attachment directly from Airtable. My goal is that, once a team member completes the form, the PDF would automatically be generated and sent via email to the appropriate person. So far, I haven’t found an option to save or send the PDF directly within the platform. If anyone knows how it could be done but through some external tool or platform, I could also use that information. Thank you very much! 

Hi everyone,I have the below Make / Integromat scenario:It catches a wehook URL containing a record ID, gets the data associated with that record ID to create a Google Docs document from a template.A share link to the file is then generated and used to upload the target file to an Airtable attachment field.It then searches for a state of a status single select field and depending on the state, it will create and send a pre-written email with the file in the attachement field attached to it, unshare the file and change the state of the status field to disable further sending.My problem is that what is uploaded to the attachment field is not the actual file but the share link to it.For security reason, I would like to unshare the file once it is uploaded since I read that once a file is uploaded to an attachment field, Airtable replace it with a local copy.But since the file isn't uploaded, I am stuck !What did I do wrong ? How shall I proceed to in effect upload the file and not a link

Hi, I have several forms that are filled out repeatedly in our Property Management company. I would like to automate the process by using base data. See page 2 of this pdf for example https://www.cmha.net/webshare/docs/hcvp/buildingRentForm.pdf?v=1ff2b69aor this https://www.edencle.org/owner/PropertyListing.pdfWhile forms are rather complicated by the use of checkboxes, I am hoping this can be accomplished.A bonus feature would be to figure out how to pre-load a digital signature since we are the only ones needing to sign these forms. Thank you   

Hi, everyone!We are using Page Designer for creating our Purchase Orders, Delivery Notes and so on. But when we create the file, it is only allowing to print or save as PDF option. It is really handy that taking data from two tables when creating documents with Page Designer. I wonder if it is possible to automate Page Designer to save it into attachment section in related row. If it is not, we are using Make for automations, how can we achieve that goal? Any suggestions are appreciated, thanks in advance!

I'm trying to set up an automation where 1 hour before a call date & time, sends an email to remind the person. I've tried creating a column to have a formula that is the date & time matches now - mark as "SEND NOTIFICATION" but this doesn't seem to work properly. I don't know if this is because the time is in PST and I'm in GMT. But does anyone cleverer at this than me help with a simple solution.Thank you!

Hello, I'm trying to use airtable to email callers templated information about products. I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains information about the selected product that is retrieved from a lookup table (a - info text, b-info text, and so on). This all works very smoothly except I would like to create a Form to enable staff to use this process without having to interact with the grid view. So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?Thanks for any ideas you have.

 I'm trying to add a link to a calendar event created by automation. I THOUGHT markdown would work, as per this article. But when I test the automation, it seems the markdown just doesn't do anything.Am I missing something painfully obvious?

Hello,I'd like to ask for help in troubleshooting an automation. I built an automation that works correctly when I "Generate a Preview". BUT, when I go to actually use it, the automation does NOT work. I.e., it does not update my live/active Base in the same way that it updated the Test Record. Actually, it appears to have done *nothing* to my Live Base, lol. Is this a common issue???Specific Context for my Automation:Table 1 is "Applications" where Client Application Forms are received. Table 2 is "Sessions" which lists all of the available time slots for Applicants to sign up for.Table 3 is "SignUps" where SignUp Forms are received indicating a specific Application # is signing up for a specific Session. When someone completes a "SignUp" form it automatically includes the Session they're choosing as well as their Application # (through a Prefilled URL). I want the automation to add the Application # from the SignUp Form to the Sessions Table to finish the circle of Applicat

Hello community, I have an automation that informs the user by e-mail if the deadline of a task is before the start date. Unfortunately, in my opinion, it is not possible to set a dynamic validation for fields that would prevent this.However, if the user wants to move the timeline for the task, he usually changes the start date first and then the due date. this triggers the automation. Does anyone have an idea how to prevent this? best regardsMirko

I am using Airtable to create an advanced social media calendar. It is used to manage 150 social media accounts - each account corresponds to a specific university.A student submits a form with pictures and a caption that they would like to have posted on their schools account. When the form is submitted, a record is created in Airtable. All records for all schools go into the same Table and are tagged with the school on which the content should be posted via a linked record. There is a second table that has the list of all of the schools.I would like to create a function or automation that assigns each record with a date and time to be posted. Each school instagram account can only post 5 records per day - for example one at 10am, one at 12pm, one at 2pm, one at 4pm, and one at 6pm. The function should be able to assign each record with the next available posting slot for that school. The posting times should also be determined per school, via the list of the schools in a separate tab