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Airtable

Getting Started with Airtable

The Airtable modules allow you to monitor records and submitted forms, or search, retrieve, create, update and delete records in your Airtable account.

Prerequisites

  • An Airtable account

In order to use Airtable with Ibexa Connect, it is necessary to have an Airtable account. If you do not have one, you can create an Airtable account at airtable.com/signup.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting Airtable to Ibexa Connect

  1. Log in to your Airtable account.

  2. Click on your profile icon in the top-right corner, select the Account option. Click Generate API key and copy the provided API Key.

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  3. Go to Ibexa Connect and open the Airtable module's Create a connection dialog.

  4. Enter the API Key you have copied in step 2 to the respective field and click the Continue button to establish the connection.

    Airtable_connection.png

The connection has been established. You can proceed with setting up the module.

Triggers

Watch Records

Triggers when a new record is added or updated in the table.

Base Select the base that contains the table you want to watch for records.
Table Select the table you want to watch for new records.
Trigger configuration Trigger field

Select the Created Time option to watch for new records or Last Modified Time option to watch for modified records.

If you do not have a Created Time or Last Modified Time field in your scheme, we ask you to create one. Without this field, the trigger will not work correctly.

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A field that will be used as a label for a record, for example, in the Choose where to start dialog.

Label field

A field that will be used as a label for a record, for example, in the Choose where to start dialog.

Airtable_trigger_field.png
Limit The maximum number of records Ibexa Connect will return during one execution cycle.
View Select the view you want to watch the records for. If selected, only the records in that view will be returned.
Formula Enter the formula to filter records. For more details about formulas, please refer to the Formula field reference documentation. The formula will be evaluated for each record, and if the result is not 0, false, "", NaN, [], or #Error!, the record will be included in the response.

If combined with the view parameter, only records in that view that satisfy the formula will be returned.

For example, to only include records where Name isn't empty, pass in NOT({Name} = '') as a parameter like this:

filterByFormula=NOT%28%7BName%7D%20%3D%20%27%27%29

Watch Responses

Triggers when a form is submitted.

Caution

Available for paid ***Pro Plan** *only. See the Airtable pricing page.

The webhook URL needs to be generated in Ibexa Connect and then added to the form configuration in the Airtable.

  1. Add the Watch Responses module to your Ibexa Connect scenario.

  2. Generate and copy the webhook URL.

    Airtable_webhook_.gif

  3. Log in to your Airtable account.

  4. Open the Base and the table you want to use for the form and create a Form view.

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  5. Set the form as needed, scroll down the form, and enable the Redirect to URL after the form is submitted option.

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  6. Enter the Webhook URL generated in step 2 to the displayed dialog box and add the ?record_id={record_id} just after the webhook URL to include the Record ID in the module's output, then click Save. The resulting URL will, for example, look like this:

    https://hook.eu1.make.com/tgnp28pewooafbdgobvbh225hmocbn85?record_id={record_id}

    61d5a7c61cdbc.png

  7. Go back to your Ibexa Connect scenario and run the Watch Responses module only to load fields from Airtable and to be able to map those fields into the other modules.

  8. Submit the form in Airtable where the Redirect to URL after the form is submitted option is enabled and Webhook URL added (step 6 above).

    The Watch Responses module is triggered and the desired data are loaded.

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  9. Add the Airtable > Get a Record module just after the Airtable > Watch Responses module and map the record_id to the Record ID field.

    Airtable_record_ID.png

Now, every time the form is submitted, the Watch Responses module in your Ibexa Connect scenario is triggered, and the Get a Record module returns the submitted form details.

Records

Search Records

Returns records based on the filter settings.

Base

Select the base that contains the table you want to search for records.

Table

Select the table you want to search for records.

Formula

Enter the formula to filter records. For more details about formulas, please refer to the Formula field reference documentation. The formula will be evaluated for each record, and if the result is not 0, false, "", NaN, [], or #Error!, the record will be included in the response.

If combined with the view parameter, only records in that view that satisfy the formula will be returned.

For example, to only include records where Name isn't empty, pass in NOT({Name} = '') as a parameter like this:

                           filterByFormula=NOT%28%7BName%7D%20%3D%20%27%27%29
                        

Sort

Specify sorting, if needed. The higher item in the list has precedence.

View

Select the view you want to search for the records. If selected, only the records in that view will be returned.

Limit

Set the maximum number of records Ibexa Connect will return during one execution cycle.

Get a Record

Retrieves record details.

Base Select the base that contains the table with the record you want to retrieve.
Table Select the table that contains the record you want to retrieve details for.
Record ID Enter (map) the ID of the record you want to retrieve details for.

Create a Record

Creates a new record in a selected table.

Base Select the base that contains the table you want to create a record in.
Table Select the table you want to create a record in.
* Record * Enter values to the desired fields. See also Airtable's guide to basic field types.
Smart links Enable this option if you want to enter names instead of record IDs to fields that link to another table. The record is automatically created in the linked table if there is no match.

Update a Record

Updates an existing record.

Base

Select the base that contains the table you want to update a record in.

Table

Select the table you want to update a record in.

Records ID

Enter (map) the ID of the record you want to update. You can retrieve the ID, for example, using the Search Records or Watch Records module.

Record

Enter values to the fields you want to update. See also Airtable's guide to basic field types.

In order to delete the content of the field, use the erase function.

Airtable_erasing_a_field.png
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Smart links

Enable this option if you want to enter names instead of record IDs to fields that link to another table. The record is automatically created in the linked table if there is no match.

Upsert a Record

Creates a record when you don't specify a record ID. Updates a record if the record ID is specified.

Base

Select the base that contains the table you want to update or create a record in.

Table

Select the table where you want to create or update a record.

Record ID

Enter (map) the ID of the record you want to update. If no ID is entered, a new record will be created. You can retrieve the ID, for example, using the Search Records or Watch Records module.

If you enter an ID that does not exist, the error is returned and no action is performed.

Record

Enter values to the fields you want to update or create. See also Airtable's guide to basic field types.

Smart links

Enable this option if you want to enter names instead of record IDs to fields that link to another table. The record is automatically created in the linked table if there is no match.

Delete a Record

Deletes a specified record.

Base Select the base that contains the table you want to delete a record from.
Table Select the table you want to delete the record from.
Record ID Enter the ID of the record you want to delete. You can retrieve the ID, for example, using the Search Records or Watch Records module.

Other

Make an API Call

Allows you to perform a custom API call.

URL

Enter a path relative to https://api.airtable.com/. For example: /v0/{base_id}/{table_id}.

For the list of available endpoints, refer to the Airtable REST API Documentation.

Method

Select the HTTP method you want to use:

  • GET to retrieve information for an entry.

  • POST to create a new entry.

  • PUT to update/replace an existing entry.

  • PATCH to make a partial entry update.

  • DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Dashboards

The following API call returns all records in the specified table in your Airtable account:

URL:

/v0/{base_id}/{table_id}

Method:

GET

Airtable_api_call.png

The result can be found in the module's Output under Bundle > Body > records. In our example, 11 records were returned:

Airtable_api_bundles.png

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Changelog for the Airtable App

last update: 2020-10-09 (v3)

New modules:

  • Watch Responses - instant trigger (for a paid plan only)

  • Upsert a record - create/update a record

Create, Update, and Upsert modules:

  • When a column's name changes, it has no negative effect on a scenario. Now, the column's IDs are used.

  • Added support for datetime fields (time is supported).

  • Computed fields are not displayed.