Zapier airtable filter how to#
Zapier airtable filter update#

Zapier airtable filter update#

There are likely multiple ways to make this one happen, but without using Zapier you’ll find that Airtable’s NOW() function (amongst others) doesn’t update on its own.

Trigger Your Zap When a Date/Time Value Has Arrived This any of the thousands of apps we support :)įull Disclosure: Airtable has a trigger like this, but if you’re looking to perform an action in an app they don’t integrate with then you can use Zapier for that :)ģ. If you’re creating a new Google Sheet row every time a record enters a specific view, then you would trigger on new rows in Google Sheets.Īction: Whichever app is available on Zapier and not available through Airtable directly.

Trigger: Whatever you chose as your action in Airtable. This could be Google Sheets, Gmail, Slack, etc. After that we don’t consider it a “new” record in the view, having seen it there before.Īirtable Action: If the app you need isn’t available within Airtable’s automations, you can choose one that works for you as a trigger in a Zap. It will trigger each time the records enters the specified view, whereas the Zapier integration only triggers the first time. It triggers pretty much right away, as opposed to waiting for the polling period of a Zap (which, depending on your plan, can be anywhere from 1 minute to 15 minutes). There are a couple of reasons you may want to consider using Airtable’s automation trigger, though. If I want to kick off a workflow when a record enters a specific view, it’s possible using Zapier. It will save you Zapier tasks, sometimes work more quickly, and it reduces the confusion of using multiple apps.īUT… if you run into limitations with Airtable’s automation feature, you can get the best of both worlds by combining it with Zaps. There are times when using Airtable’s built-in automations will make more sense, especially if your workflow doesn’t involve any other apps. Combine Airtable Automations with Zapier to Create Super Workflows Use Advanced Search Formulas in Your Zapsġ.

Zapier airtable filter how to#

How to Work With Airtable Linked Records in Zapier Trigger When Records Are Updated in Airtable Hope that helps to get you pointed in the right direction. We’ve got another article that explains how to do that sort of thing here: Then you can set up all the Zaps to use a Lookup Spreadsheet Row action and just update the lookup table in Google Sheets as necessary. Also, that article mentions using a Formatter (Utilities > Lookup Table)action to make the lookup table in, but as you’ve got multiple Zaps that would need to access that lookup table you’d be better off creating the lookup table in another Google Sheets spreadsheet. The apps are different but the process is similar. There’s an article in Community that explains this sort of process for how to add files into specific folders based on the month: Then you’d only need to update the IDs for the tabs once a year when you create the new tabs for each month. I think you could potentially use a Formatter (Date / Time > Format) to output the current month, then use a lookup table to give the correct ID for the tab you want it to add the transaction information to.