Automations

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

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.

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

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? 

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.