How to use Airtable in Albato

How to use Airtable in Albato
Airtable
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2021-12-09
·
3 min. read
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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 bundles 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 a bundle

The service to send the data from

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

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

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

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

Select the bundle operation mode

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

When the «Record updated» is selected, set up additional options. To download each deal only one time, 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. The system searches for the required ID firstly 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 bundle setting is to fill in the fields for data sending. The fields are filled in by clicking and selecting 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 a bundle 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 modes of setting this step:

Selecting values related to updating current records, the service 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 bundle is ready!

Additional Bundle Settings: Filters

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

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 bundles of two and more services. Albato provides great opportunities for automations, you can always add a new service or tool to the bundle by clicking on the «+» icon in the step:

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

Now you know how to use Airtable in your automations.


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