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The next step is to connect your Gmail account to Zapier (or to select an already connected Gmail account).Īfter selecting the appropriate account, you'll then be prompted to configure the trigger-specific setup options. In this case, we want the Zap to run whenever a new email is received. In this case, we would like Gmail to trigger a change in our Airtable database-so Gmail would be considered the trigger app.Īfter selecting a trigger app, you will be prompted to choose the specific conditions for activating the trigger.

The first step of any Zap is to set up a trigger. You'll then be brought to the Zap configuration page, where you can name your Zap.

#Zapier airtable contactually update

If an Airtable record does not exist for this name, the Zap will create a new one, and if a record does already exist, it will update the existing record's 'Date of last contact' field value to match the new email's timestamp.įrom the Zapier dashboard, under the 'My Zaps' tab, click the 'Make a New Zap' button: For each of those emails, the Zap will then search your Airtable contact records for a record containing a matching name.

Let's say we have an Airtable base containing our email contacts, and we want to keep each contact record updated with the timestamp of the most recent email we've received from that contact in Gmail.Īfter connecting your Gmail account with Zapier, you will create a Zap that makes Zapier regularly look for new emails in that account’s inbox. Note that because updating Airtable records using Zapier requires two separate actions (a find record action and an update record action), using Zapier to update your Airtable records requires a paid Zapier plan.Įxample: Using Zapier’s Multi-Step Zaps to set up an automatically updating Gmail-to-Airtable contacts base With a paid Zapier plan, you have the ability to craft Multi-Step Zaps, which can contain multiple actions. This means that you can set up Zaps that will automatically create new Airtable records using incoming data from any of the hundreds of third-party services supported by Zapier.

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With a free Zapier plan, you can design Zaps with a single trigger and a single action. This is because, without a find action, Zapier doesn’t have any way of knowing which record needs to be updated. In nearly all cases, the record to be updated must have been specified by a previous Find record action. This action updates the values of specified cells in a specified Airtable record. If no records match any of the incoming data, you can also specify that a new record be created. This action searches a specified table in a specified base to see if the incoming data from the trigger app matches any of the existing records in the table. This action creates a new record in a specified table in a specified base, and populates the new record with data from the trigger app. When you select Airtable as an action app for your Zap, there are three possible actions that can be taken: There can be multiple action apps and multiple actions, but only one trigger app and one trigger. Whenever a specified event happens in the trigger app (e.g., for YouTube this might be 'a video was uploaded to a specified channel', or for Tumblr this might be 'I liked a post'), it triggers an action in the action app. The basic structure of a Zap is that there is a trigger app and an action app. You can learn more about the basics of integrating Airtable with other apps and services with Zapier by reading this support article.

#Zapier airtable contactually how to

This article is specifically designed to teach you how to design Multi-Step Zaps for the purpose of creating an integration that will automate the updating of Airtable records.

Zapier is a third-party service that connects Airtable to many other apps and services.

If your question doesn't appear to be asked in the Community, then post a new message on the Development & APIs board (Requires signing into the community).

If you are experiencing setup issues or need help troubleshooting this integration, we recommend you search threads in the Community first.

While these articles are meant to serve as helpful guides for our customers, 1:1 support for integrations with 3rd party tools is limited in support interactions.