#Airtable automations how to#
#Airtable automations update#

For the Field Values, choose Email, Subject, Body, Status, Name, and Related Company.

In Configurations details, choose the Business Finances base and the Emails table.The table will contain the Sales Person’s name, their email address, email subject, email body, and a Status of ‘To Send’. These will be used to send emails using Airtable Automations to the Sales Person with their bonus payout information. Now that we’ve searched the “Won Deals to Process” table in the Business Finances base for any record containing the Status of “New”, we’re going to create new records in the Emails table. If you open your Sales base, you should also see your Bonus Processed checkbox now CHECKED in the Sales base where the each Deal was previously not checked.

#Airtable automations update#

You should see the Trigger and Update executed and you should see the Deals from your Sales base added to your ‘ Won Deals to Process’ table in the Business Finances base

Now that you’ve added the Trigger and Update into the Scripting App, be sure you have at least 1 or more records displayed in the Won Deal view in the Sales Base.

The right side is the Sales base field name

On the left side is the Business Finances base field name.

In TODO 2, we used Option 2 and created variables mapped from the Sales base to the Business Finances base.

In this instance, for TODO 1, we are using the results from the previous Trigger as the lookup value.

Inside the Update script, complete all relevant TODOs.

Paste the script into the same Airtable Scripting app where you added the Trigger in your Business Finances base – Paste the script below the Trigger.

Rename your Update to Update Finance Leads from Sales Deals.

In the Default Create Value for Status, type New.

For the Field Values, choose Deal ID, Sales Person, Sales Person Email, Deal Amount, Company Name, and Status.

In Configurations details, choose the Business Finances base and the Won Deals to Process table.

In the Update Configuration, choose your Airtable account as the Airtable Connection.

Select Update (Insert) Multiple Records.

In the Actions app, select Updates from the menu.

This will grab the Deals results from the first Trigger (Bonus Processed-Not checked) and update or add the Deals into the Business Finances base in the ‘Won Deals to Process’ table. Next, we’ll create an update to add multiple records from the Sales base to the Business Finances base

Make sure you have records in your Sales base where the Bonus Processed checkbox is NOT checked.

This will bring in Deals that have a Bonus that needs to be processed

#Airtable automations how to#

How to add code to the Scripting App in Airtable

Paste the script into the Airtable Scripting app in your Business Finances base.

Click Copy to Clipboard to copy the code script.

In the Installation tab, choose Script as the Installation Source and select an API Key.

Rename your Trigger to Won Deals to Be Processed.

In the Trigger Window, choose 30 minutes, and in the Last Trigger Timestamp Field, choose D ate Bonus Processed.

In Trigger Mode, choose Checkbox as the mode, Bonus Processed as the Checkbox field, and Trigger on Unchecked.

In Configurations details, choose the Sales base, the Leads table, and the Won Deals view.

In the Trigger Configuration, choose your Airtable account as the Airtable Connection.

In the Actions app, select Triggers from the menu.

Trigger Action – Won Deals To Be Processed Update Action – Create Emails Ready to Send Update Action – Update Finance Leads from Sales Deals Trigger Action – Won Deals to Be Processed With the bases connected and synced, you can automate a variety of processes, such as sending projected and closed sales to the Finance department, employee bonus payout information, and monthly and yearly budget updates from the Finance department to the Sales team.

With this tutorial and setup using On2Air: Actions, you can sync and send data between your different Airtable bases and update multiple records at once. Both bases are essential to data management and business growth, however, Airtable lacks a robust way to sync bases and send information from one base to the other. In Airtable, each department should have its own custom base for tracking vital information. The Sales department and the Finance department are two separate operating structures in a business. Creating a seamless automated experience for your business operations can reduce risk, strengthen your bottom-line, and give you a competitive advantage.