Help

Airtable Cobuilder is here! Learn more about our new no-code app creation feature, powered by AI on the Airtable Academy

Re: Email notifications for multiple "due dates" in same table

567 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Sharyn_Bergman
4 - Data Explorer
4 - Data Explorer

I’m trying to set up email notifications using Zapier when a task is “due soon”. Is there a way to do this with multiple “due dates” on the same table or do I need a different table for each category of tasks? New to Airtable and Zapier. Thanks!

1 Reply 1

This should be doable without too much work, and no need to make extra tables.

First, make a new grid view on your [Tasks] table (guessing the name) named “Due Soon”. In that view, create a filter based on your {Due} field (guessing again), with the filter set to only show tasks that are within a certain range. For example, if “due soon” means anything three days out, the filter would look something like this:

38%20PM

As time passes, tasks that are 3 days from the current date will appear in that view.

In Zapier, make a new zap, and choose the Airtable “New record in view” trigger. After following the directions to connect to your Airtable account, you’ll choose that “Due Soon” view that you made. Going forward, any new tasks that appear in that view will trigger this zap. Old tasks that are still there won’t re-trigger it, only new ones.

From there, choose the email action that you wish to use to send your email (like “Email by Zapier”), and configure it appropriately. If you have further questions, don’t hesitate to ask!