How to Use Airtable in Albato for Automations

Create Automations with Airtable and Albato for Seamless Integration
CRM
·
12/9/2021
·
3 min. read

Albato can create automations with a popular cloud collaboration service Airtable. This tutorial will tell you about the service features. It may help to use Airtable in the automations scenarios more often.

The following actions are available with Airtable in Albato:

From

  • Record created
  • Record updated

Where

  • Find a record
  • New Record

The first step is to connect Airtable to Albato. After creating Airtable connection, you can make automations with this service.

Create an automation

The sending app

When we send data from Airtable, two actions are available:

  • Record created — in creating a new record, Albato will send data from Airtable to another app.
  • Record updated – in updating the existing spreadsheet, the data will be sent to Albato and further.

Specify databases and documents for the automation in the fields «Base» and «Table». 

If the action is «Record created», the next step will be to set up data migration. 

Select the operation mode

Albato can send data to Airtable in a real time or for a certain period (data migration).

2022-08-16_13-24-25.png

When the «Record updated» is selected, set up additional options. To download each deal only once, put a check in the field:

Where send the data

When we send data to Airtable, two actions are available:

  • Find record — this action is more complicated than it sounds. First, the system searches for the required ID, and then updates it. In fact, this action combines two actions at once.
  • New record — Airtable creates a cell to save data from a send service.

Specify a database and a table for data receiving. 

One of the most important steps in an automation setting is to fill in the fields for data sending. The fields are filled in by clicking and selecting values from the drop-down list. 

There are required and optional fields. The required fields are marked with orange signs, fill in such fields to proceed to the next steps. Furthermore, we advise you to fill in the fields in details for the correct service operation and comfortable usage.

Each new step in an automation setting opens fields from the previously created steps. Most values ​​correspond to the field’s name, just select the data you need to send or receive.   

The usual sequence for filling in the «New Record» / «Find Record» action fields of the Airtable remains the same, regardless of data source service. 

Example to fill in the fields: 

Set up duplicates

To work with duplicates correctly and avoid confusion in the system, Albato provides several options for setting this step:

Selecting values related to updating current records, the system will open a window to specify the action when duplicate is found. 

Put a check in the value you need:

Then delete «Current Value» and fill in the one you need:

The automation is ready!

Additional Settings: Filters

If you want to receive only certain type data, for example, transactions of a certain status, use Albato filters.

pub-img-7863-9.png

You can also add an extra conditions:

The filter consists of three fields.

  • Initial value. Here we select any value from the service for changing if the specified condition is met. For example, rows from Google Sheets or orders of certain prices.
    
  • Condition. The condition indicates the initial values to take. For example, values ​​(products)  equal to the «Paid» status will be used with «equal» condition . 
    
  • **Definition. The definition can be different, depending on the service.** 
    

Save the filter after settings. Filters can also be combined to create more complex data integrations.

Additional actions and tools setting

You can create automations of two and more apps. Albato provides great opportunities for automations, you can always add a new app or tool to the scenario by clicking on the «+» icon in the step:

The tools can help to set up more flexible automations. It can combine fields, format data, etc. Detailed tools tutorial is here.

Now you know how to use Airtable in your automations.


CRM
Airtable

Related articles

Show more
Airtable: Integrate your next‒gen apps
1 min. read

Airtable: Integrate your next‒gen apps

Airtable is a low‒code platform to build next‒gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Connect Airtable to Albato for Seamless Automation Integration
Airtable
3 min. read

Connect Airtable to Albato for Seamless Automation Integration

Follow these steps to connect Airtable to Albato and start creating powerful automations with your Airtable data

We’re Celebrating a Big Win!
2 min. read

We’re Celebrating a Big Win!

Explore what’s new in Albato: features, apps, and improvements

How to Automate Blog Creation from Google Sheets Using OpenAI
8 min. read

How to Automate Blog Creation from Google Sheets Using OpenAI

With this Solution, every new row in a designated Google Sheet triggers a series of actions to create SEO-friendly blog content, generate images, and notify your team—without writing a single line of code.

Best Workflow Management Software for Teams 2025
11 min. read

Best Workflow Management Software for Teams 2025

In this article, you will learn the top workflow management tools to boost team efficiency. Compare features, pricing, and find the perfect fit for your team.

Tired of Missed Follow-Ups? Here’s Why CRM SMS Integration Matters
5 min. read

Tired of Missed Follow-Ups? Here’s Why CRM SMS Integration Matters

This article breaks down why missed follow-ups happen so often, how CRM SMS integration solves the root of the problem, and what steps you can take to put your follow-up process on autopilot without losing the human touch.

What Tools To Connect to OpenAI with Albato
3 min. read

What Tools To Connect to OpenAI with Albato

In this article, you will learn what tools you can connect to ChatGPT(Open AI) with Albato to set up automated workflows for different use cases.

Artificial Intelligence Automation for Lead scoring, Sales, Marketing & Content
8 min. read

Artificial Intelligence Automation for Lead scoring, Sales, Marketing & Content

In this article, you will learn how to use AI and AI agents to automate your business processes. Discover top tools, benefits, and implementation strategies in this 2025 guide

How to Connect Fomo to Albato
4 min. read

How to Connect Fomo to Albato

Connect Fomo with Albato and sync your data with 800+ apps, including AI tools like ChatGPT and Gemini. This integration will help you to automate marketing campaigns, personalize user experiences, and boost engagement.

How to Connect Reply.io to Albato
4 min. read

How to Connect Reply.io to Albato

Connect Reply.io with Albato to integrate it with over 800+ apps, including AI tools like Grok and Claude. Follow the steps below to set it up.

How to Connect EventMobi to Albato
4 min. read

How to Connect EventMobi to Albato

Connect EventMobi with Albato and sync your data with 800+ apps. This integration will help you to automate event planning, guest management, and customer communication workflows.

Top LinkedIn Automation Tools for 2025
20 min. read

Top LinkedIn Automation Tools for 2025

Discover the best LinkedIn automation tools to boost your outreach and lead generation efforts in 2025.