Jan 09, 2025 08:48 AM
Hello! I have been using Airtable for a long time, with a Zapier integration, and ran into some issues recently that I hope someone can help me solve.
I am using Airtable to collect appointments. The client's appointment time triggers Zapier to send an email reminder the day before at 9am. This happens when the appointment moves into the "Reminded" view, using the filter to only show appointments that are scheduled for tomorrow. Since this would trigger to send the email at midnight the day before, I had to add a delay of 9 hours, to make this properly send in Zapier at 9am. Essentially, the day before an appointment at 9am, I want to send an email to the appointment subject to remind them.
This worked properly for a couple of years, but suddenly the emails would go out all different times. I investigated this, and found that Airtable moving appointments into the view at inconsistent times were likely the culprit.
That said, I want to build something better, that doesn't require a Zapier delay, if that is possible. I feel like I am on to something, but can't quite figure it out. I successfully made a Reminder column that is a formula in Airtable to calculate the date and time of the day before the appointment at 9am, but I am not sure what to do with it.
Does anyone have any suggestions on what I could do for a consistent system?
Jan 09, 2025 09:36 AM
You could use a two-stage automation system.
Start with a scheduled automation that runs at 9:00am every day. Have it find records that need emails sent and update a {Send Email} checkbox field indicating that an email should be sent.
Then have a second automation that is triggered when the {Send Email} checkbox is selected. This automation sends the email and clears the checkbox.
Jan 09, 2025 11:40 AM
Thank you so much for this hint! I am having issues getting the automation to update the records. Can you please show me what your third step looks like (Repeat for each in List of Records. Update a Record)?
Jan 10, 2025 08:51 AM
I didn't actually configure the Update record action, so I don't have a screen shot for you.
It is just like any other Update record action. Be sure to pick the record ID for the current item in the repeating list.
You can see more about repeating actions and update record actions on the support site.
Jan 10, 2025 10:48 AM
I appreciate your continued assistance. I can get this to work when there is only one appointment, but when there are multiple appointments on the same day that need to be reminded, I am getting a "Received invalid inputs error."
I attached a screenshot. Do you see where I am going wrong?