Let existingSub = parentRecord.getCellValue("Sub Projects")Īwait table.updateRecordAsync(parent. Select the Base: Once youre logged in, select the base (database) where you want to find records in a view. Let parentRecord = records.getRecord(parent.id) To find all Airtable records in a specific view, you can follow these steps: Login to Airtable: Log in to your Airtable account using your credentials. Here are some of the business-critical workflows that people automate with Zapier. With Zapier, you can integrate everything from basic data entry to end-to-end processes. Let parent = projectRecord.getCellValue("Parent Project") Connect Airtable and Zapier to integrate crucial parts of your business. Let projectRecord = records.getRecord(project) Click Run test and verify test is successful.Click Select fields and choose the Parent Project field.Click Create new (or +New automation if you already have existing automations).Zapiers automation tools make it easy to connect Airtable and Google Contacts. Connect Airtable and HubSpot to integrate crucial parts of your business. A new view called ‘New Sub Projects’ filtered to Where Parent Project is not empty Set up the Airtable trigger, and make magic happen automatically in Google Contacts.2 Linked Record fields in your Project table linked to your Projects table – 1 called Parent Projects, 1 called Sub Projects.Zapier breaks multiple orders into individual SKU numbers. So in my Airtable form there is a multiple select field. A record is created in Airtable with their information and SKU numbers ordered. Right now I have the following functionality working: Using our shop API, the user places an order. At least 1 table in your base – Projects I’m attempting to integrate a pay what you want shop model using Zapier and Airtable.Learn How to Create Automatic Links to Records in the Same Table in Airtableīefore creating this automation, you need If you want an automated backlink without having to use code, you can use the Same Table Linked Records Sync feature in the On2Air Actions app. This automation uses the ‘Run a script’ action and uses a custom script (available below) created by Openside. This article will show you how to set up an automation in Airtable that will connect a main project to a sub-project as a linked record relationship in the same table. This can be anything from creating new records, updating fields, and emailing someone, to sending information to another software app and then bringing the updated information back. This automation ensures your projects are connected correctly.Īn automation is a series of actions that happen automatically when certain criteria are met. With Airtable Automations, you can create an automation to connect the main project to the sub-project automatically. While Airtable automatically backlinks records in different tables, it does not automatically backlink records in the same table. However, when adding the main project link to a sub-project in the same table, it won’t automatically link back to the main project in the secondary field. In Airtable, you can track all main and sub-projects with 2 linked record fields in the same table. One project can be the main project or the campaign and have many sub-projects. I am going through and changing the fields on this zap and many others that also appear affected which is time consuming and frustrating! I expect its going to take me 2 days.Projects typically include multiple facets. This is how it is showing in the zapier “Set up Action” step when sending an email in outlook. I have just identified that either Zapier or Airtable have changed something.įor example, a field that was originally “First Name” is now showing as “Fields First Name”, “Telephone Number” is now “Fields Telephone Number”. So both text and email are triggered, but neither contain the data from airtable. Today, this has simply stopped pulling the airtable fields into the body of text. Both zaps use fields from airtable in the body of the text. One sends a text with details of the appointment and the other sends a confirmation email to client. When a clients record moves to “New Appointment” view, it triggers 2 zaps with zapier. After 10 days off work, the team have returned today to an issue.