How to Connect AirTable as Data Destination

The integration will allow you to add or update rows in AirTable based on data from other systems. For example, if an order in CRM moved to another stage of the funnel, or when a new order appeared on your site, a new line will be added. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually add each row to the table.

Or let's go through the entire AirTable setup step together!

Navigation:
1. What will the integration with AirTable do?
2. How to connect AirTable account to ApiX-Drive?
3. How to set up data transfer to AirTable in the selected action?
   Add new ROW
   Update ROW
4. An example of the data that will be sent to your AirTable.
5. Auto-update and communication interval.

After configuring Data Source, click "Start Configuring Data Destination"

Select the system as Data Destination. In this case, you must specify AirTable.

Next, you need to specify an action, for example, "Add ROW".

- Add ROW - data will be added to your base and table in new rows. For example, if you have 10 rows filled in your table, then our system will add data to the 11th row, and so on. If your table has 10 filled rows and you delete the data from the 5th row, then the system will continue to transfer data to the 11th row, and so on. But if you delete all rows, then the system will pass data to the first row.

- Update ROW - your base and table will update or add data in the rows and columns you need. The system will search for the required value in one of the columns, and if, when uploading new data from the Data Source block, it finds a line with the required parameter (phone number, Email or order number), then the data in the column you specified will be updated or added.

- Delete ROW - rows will be deleted in your base and table. The system will search for the required value in one of the columns, and if, when uploading new data from the Data Source block, it finds a line with the required parameter (phone number, email or order number), then the line will be deleted.

- Add a COMMENT to a record - a comment will be added to the line you need in your base and table. The system will search for the required value in one of the columns, and if, when uploading new data from the Data Source block, it finds a line with the required parameter (phone number, Email or order number), then the comment will be added.

The next step is to select the AirTable account to which the data will be sent.
If there are no logins connected to the ApiX-Drive system, click "Connect account".

Enter E-mail and Password from your AirTable account.

Give your permission to ApiX-Drive to work with this account. To do this, click "Add a base", then select "All current and future bases in all current and future workspaces".

When the connected account is displayed in the "active accounts" list, select it for further work.

An example of setting fields and test data for the " Add New ROW " action

Specify the database and AirTable table to which the data will be uploaded.

Now you need to assign variables from the Data Source block to the columns of the table you need.
To add a variable, click on the column field and select the desired variable from the drop-down list. Please note that you can use not only Data Source variables, but also manually entered data.

Click "Continue" when you're done with assigning fields.

Now you see the test data to send to AirTable.
Click "Submit test data to AirTable" and test the base and table in AirTable.
If everything suits you, click "Next" for further configuration.

An example of setting fields and test data for the "Update ROW" action

Specify the database and AirTable table in which the data will be updated.

Select a column to search for data.

The following types of fields are available for searching:
- singleSelect
- number
- currency
- percent
- rating
- duration
- barcode
- autoNumber
- email
-phoneNumber
- url

Next, you need to specify the "Search type", in case more than one line is found as a result of the search.

In the "Search" field, you must specify a variable from the Data Source in which the search data is located, that is, a variable with which the column in the Data Receive will be compared, for example, a phone number or email. If a match is found, the row will be updated.

Next, you need to specify in which column of the table and what data you want to add when updating.

In order to transfer the data that is in the Data Source to the Phone number column in the Data Destination, you need to add a variable from the Data Source with the data you need to the Phone number column in Apix-Drive.

Now you see the test data to send to AirTable.
Click "Submit test data to AirTable" and test the base and table in AirTable.
If everything suits you, click "Next" for further configuration.

This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable auto-update".

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to fire, or add several options at once when you need the connection to fire.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.  

To enable auto-update, switch the slider to the position as shown in the picture.
To force the connection, click on the arrow icon.

This completes setting up AirTable as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!