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8 Ways to Trigger Your Airtable Automations

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With 8 different trigger events, Airtable lets you automate your work in any way that you want. In this video, we'll walk you through each distinct trigger, and show you some automation examples to help you get started.
View software links and other helpful resources on XRay Workflow:
www.xrayworkflow.com/resource...
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00:00 - Intro
00:44 - When a record enters a view
02:31 - When a record matches conditions
03:58 - When a record is created
05:38 - When a form is submitted
06:30 - When a record is updated
07:49 - Scheduled
09:10 - When a Webhook is received
10:09 - When a button is clicked
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To learn more about how you can use automation and other techniques to improve your company's workflows, visit our website:
xray.tech
Read our blog posts for tutorials and deep dives into automation: xray.tech/blog
Check out our Zapier Experts page for reviews and more information about XRay: zapier.com/experts/xray-tech/

Опубликовано:

1 авг 2024

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Комментарии : 7

@95omega Год назад

Great video!

@XRayAutomation Год назад

Glad you enjoyed it!

@Encosto_Digital 8 месяцев назад

Hi, I've made an automation to create a record with conditions, because it was creating one record per collum :disappointed_face: So the first problem is solved, but now i need this record to be updated as long as someone change any info in the row of other table... Could you help me ? Thanks.

@XRayAutomation 8 месяцев назад

If the records are linked -> you should be able to add that record's ID to an "Update Record" automation in Airtable. If you don't link the records between the tables, update the first automation to include the linked record. What you're describing is possible, you might just need to adjust your first automation a bit.

@Encosto_Digital 8 месяцев назад

@@XRayAutomation I'm making an new update record automation but it can't find the record to upddate even check the record Id

@FISCALTICK 6 месяцев назад

Not sure if this will match your use case but its something you could try. 1. Add a "Last Modified" Column to the Table(Table 1) that has the records that you want to watch out for updates/changes. You could select "All Editable Fields" or "Selected Fields". I think for best practices, you should select the second option to avoid triggering automations unnecessarily especially if the table has a large number of records. 2. Once this is set, you can create an automation with the "When Record is Updated" Trigger. 3. Select the Table. 4. Select View. 5.Select Field (In this case 'Last Modified' Field). 6.Add some Logic to prevent Failed automations in future. 7.Add Action to edit record on Table 2.

@XRayAutomation 6 месяцев назад

@encosto - make sure you’re looking at the right table and base!