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Celonis Product Documentation

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 Make, 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 Make scenario, not in this documentation article) are mandatory!

Connect Airtable to Make
  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.

    61d5a7b14ee55.gif
  3. Go to Make 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

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

Connection

Establish a connection to your Airtable account.

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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                           d
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 Make 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
                        

Triggers when a form is submitted.

Warning

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

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

  1. Add the Watch Responses module to your Make 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.

    61d5a7c446f88.png
  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 Make 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 Make scenario is triggered, and the Get a Record module returns the submitted form details.

Records

Returns records based on the filter settings.

Connection

Establish a connection to your Airtable account.

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 Make will return during one execution cycle.

Retrieves record details.

Connection

Establish a connection to your Airtable account.

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.

Creates a new record in a selected table.

Connection

Establish a connection to your Airtable account.

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.

Updates an existing record.

Connection

Establish a connection to your Airtable account.

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.

Note

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.

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

Connection

Establish a connection to your Airtable account.

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.

Deletes a specified record.

Connection

Establish a connection to your Airtable account.

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

Allows you to perform a custom API call.

Connection

Establish a connection to your Airtable account.

URL

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

Note

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.

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
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.