Airtable

Airtable is a powerful, user-friendly cloud-based platform that combines the simplicity of a spreadsheet with the functionality of a database. Ideal for managing projects, tracking inventory, planning events, and more, Airtable offers customizable templates and seamless integration with popular apps. Its intuitive drag-and-drop interface, robust collaboration features, and flexible data organization capabilities make it the perfect tool for individuals and teams seeking to streamline their workflows and enhance productivity.

Key features of Airtable:

1. Customizable Templates: Pre-built templates tailored for various use cases, from project management to event planning.
2. Collaborative Workspace: Real-time collaboration tools for teams, including comments, attachments, and activity tracking.
3. Flexible Data Views: Multiple views such as grid, calendar, Kanban, and gallery to visualize data in different ways.
4. Integration with Apps: Seamless integration with popular apps like Slack, Google Drive, and Zapier to enhance functionality.
5. Automation: Automate repetitive tasks with easy-to-setup workflows and triggers.
6. User-Friendly Interface: Intuitive drag-and-drop interface for easy data organization and management.

Action:

• Create record: Creates a new record with fields that automatically populate.
• Find record: Finds a record using simple field search or use Airtable's formula syntax to find a matching record.

Connect with Airtable:

INFO

Pop-up windows must be allowed for this browser session to enable the connection of this third-party app with Workflow Automation.

1. Log in to your Airtable account.

2. Click this link and click the Register an OAuth integration button.

3. Fill in the Name field.

4. Go to Workflow Automation and navigate to My Apps and Add a new app connection choosing Airtable from the list.

5. Copy the OAuth Redirect URL.

6. Go to Airtable and paste the OAuth Redirect URL value into the OAuth Redirect URL field. Click the Register integration button.

7. Fill in the Tagline field and enter your Application instance URL in the Homepage URL field. Optionally, add your logo.

8. In the Developer Details section, click the Generate client secret button.

9. A pop-up window appears. Click the Generate button.

10. Another pop-up window appears.

    WARNING

    Copy your client secret and store it in a safe, secure location for future use.

11. After copying the client secret value the Done button will become active. Click the Done button.

12. Check the checkboxes in the Scopes section. Click the Grant access button.

13. Optionally enter a Support email address, a Privacy policy URL, and a Terms of service URL. Click the Save changes button.

14. Copy the Client ID value on Airtable and paste it into the Client ID field on Workflow Automation.

15. Copy the Client secret value you saved earlier, and paste it into the Client secret field on Workflow Automation.

16. Click the Submit button on Workflow Automation.

17. A pop-up window appears. Click the Add a base button.

18. Select your workspace.

19. Click the Grant access button.

20. The connection with Airtable is now established.

21. Start using your new Airtable connection with Workflow Automation.