The separators will put each set of information on their own line. In the screenshot above - I’ve started with the Last Modified Date - so I know the last time the record was updated and then using some special Slack Formatting - I’ve turned the Equipment Name into a Link that will take me directly to the entry on my table. So we can add a Formatter > Utilities > Line Item to Text Action to help format it in a way that is easier to read. I want to send the output here to Slack - but if I just try to send the Line Items for Equipment Name and Last Modified Date to Slack - it isn’t very readable. But in the data returned from the Equipment table I don’t see the Name of the Job - only the Code that would identify the matching Job record on the Jobs Table.įor the purposes of this post - I’m going to keep it simple and just assume all the data we need is on the Equipment table directly and that we’re not concerned with which Job the Equipment is checked out to. Whenever you see Numbers for different records - this is a clue that we could be dealing with line items.Īnd next - because Airtable is a relational database - we won’t always see the names for every field - we might see codes instead.įor example - my Equipment table references another table that stores Jobs. There are a couple of things to note about the data that gets returned.įirst - it is in Line Item format - which is a unique data format in Zapier. Likewise - we’ll use “Content-type” on the left and “application/json” on the right. Then under the Headers - we’ll use “Authorization” on the left with “Bearer (a space) and our API Key” on the right. If your Table or View names have spaces - you’ll want to make sure to encode those with %20 for the space.įor example if the Table name was Equipment Status and my View name was Checked Out - the URL would be:
Once our Zap triggers at 8am - we want to use Webhooks by Zapier to make a GET request.ĪppMobE8BlgRvEW圓 is the App ID we found above.Ĭhecked_Out is the name of our View (My view name actually includes the underscore in Airtable). We’re going to use Schedule by Zapier as the trigger - since we want to schedule this report to run at 8am every day (including weekends). Now that we’ve got all the codes we need from Airtable - it’s time to build our Zap. You’ll find the App ID in the URL as well as the middle of the page. The quick version is head to and click on your Base. If you don’t see an API Key there you may need to Generate one first.Īirtable has instructions on how to do this here: How do I get my API key? – Airtable Support Find Your Airtable APP IDĪgain - Airtable has some guidance on this in their Community: What is the APP ID? Where do I find it? Airtable Community
Just head to Settings > Account in Airtable and you’ll find your API Key there. Our current Find Record action would require us to look up each piece of equipment one-by-one.īut using Webhooks by Zapier - we can make a GET request to Airtable and find all records in the View.
So we’ve created a View specifically for tracking Equipment that is Checked-Out so you know which Equipment is in use.Īnd we want to send ourselves a slack message every morning to review which equipment is currently checked out.
Well - imagine we run a Construction Company - and our Equipment is used across multiple Jobs. Why might a user want to find all records in a view? Our current triggers and actions ( as of May 2021) provide a lot of options for getting at that data - but we do not currently have an action for finding all records in a View. I either get error messages that make no sense to me or it says the zap is setup correctly with multiple tasks in the history but nothing is updated or created in either base.Hey Zapier Community - Jared back with another post.Īirtable is a database App that is popular with Zapier users.Īnd like any database app - Zapier users are frequently wanting to pull data out of those database tables to use in other applications. I have tried multiple ways to get this to work including reformatting the Last Modified Date to ISO, adding a record ID column, and even hiring a freelancer. Vise Versa: Whenever a contact is added OR updated in the free plan base, the zap will update OR create that contact in the pro plan base.Whenever a contact is added OR updated in the pro plan base, the zap will update OR create that contact in the free plan base.The Pro plan base holds all contacts & the Free plan base holds only the contacts assigned to a specific agent. One workspace is on the Pro Plan & the other is on the Free Plan but this shouldn’t matter with Zapier. I am trying to setup 2 zaps that will basically keep two Airtable bases synced.