Airtable zapier
#AIRTABLE ZAPIER CODE#
To begin, log into your Zapier account, create a new zap, choose Code as the trigger, and click Continue.Our current method of reacting to changes in records is to use what we call “event trigger” views. Zapier can only find one at a time, and so we need it to search for updates so often using the Code trigger trick. After that, we’ll search for updated records to add them to your digest. We’ll use the Code trigger to do that (but don’t worry, you don’t have to write any code). Zapier won’t trigger on any record more than once, so instead of using a record trigger we need to create one that will trigger frequently to check for new records. We’ll create two zaps-one to create the digest and another to send it-so make sure you have two zaps available in your account’s quota as well. Also, you’ll need a paid Zapier account in order to set this up because it requires more than one action step.
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If you haven’t used Zapier with Airtable before, you’ll first need to follow the steps to connect your Airtable account.
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With your filters in place, you’ve finished setting up your base. This will ensure that the Today view only shows records updated today and that Zapier has yet to process. Choose is not and set the blank field beside it to yes so any records that have a yes won’t show up in the view.
#AIRTABLE ZAPIER UPDATE#
For now, we just need to save this field and make a small update to the filter in the Today view.Īdd a new filter underneath the one you created earlier, make sure to set it to AND (rather than OR) and set it to filter on the Hide formula field we just created. With the formula in place, we can add this field to our filter to ignore any records that have already been processed for today.ĭon’t worry if this doesn’t make sense just yet-once we get started making the digest in Zapier, it will all come together. This comparison tells us if Zapier processed the latest update to a given record. If it does not, or if the Zapped field is empty, the formula will return a no. If it does, the formula will return a yes. The formula does nothing other than check if the Zapped field has anything in it and, if it does, see if the Zapped and Last update field contain the same date and time. If not, it should work without any changes. If you changed the names of any of the fields we’ve created you’ll need to alter this formula accordingly. If you pick something else, just make sure to update the formula accordingly once we get to it.) (You can choose another name, but you might want to stick with it for now because we’ll use it in a formula later.
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Later, we’ll provide Zapier with that view in order to create a daily digest that will round up every update and send them to you in one, concise summary that you design.įirst things first, create a new field and choose Last modified time as its type. Because the last modified time field updates automatically, we can use some simple logic to create a view that tracks daily updates. You can also build on top of it to create other useful tools, like the daily digest we’re learning to make right now. This can come in handy in Airtable, all by itself, to help you sort and group records based on most recent activity. You can even tell it to only update when certain fields have changed. Build the foundation of your daily digestĪirtable’s last modified time field will automatically mark the date (and time) of the most recent change to a record. With Airtable's last modified time field and an integration built with third-party tool Zapier, you can create a custom email digest to put those updates directly in your inbox. Whether you're working with a team on a large-scale project, or tracking changes across hundreds of records every day, you may want a quick way to see what's most recently been updated.
#AIRTABLE ZAPIER HOW TO#
Here's how to use Zapier to automatically generate a daily digest of what's changed in Airtable.