Apps › Productivity

Airtable automation with Bizomate

An Airtable base is only useful while it is current. Bizomate adds and updates records with your table's own fields the moment an order lands or a form is filled in, and starts a workflow as soon as a record is added, changed or enters a view. Every run leaves a record of what it changed.

On every plan, Free included.

At a glance

Label Value
Plans Every plan
Connect A personal access token
Starts runs Instantly
Kind Connected app · Productivity

What can start a workflow

New record
When a record is added to a table

Publishing sets up a webhook on the base; there is nothing to paste. Each record added to the table starts one run.

Record updated
When a record's fields change

A change to any field, or only to the fields you choose to watch. Set up when you publish, as New record is.

Record matches a view
When a record enters a view

A record starts a run when it comes to match the view's filters — added, or changed so that it does. Set up when you publish.

What a workflow can do with it

Create a record
Adds a record to a table, a value for each field you fill in

The table's fields appear as rows to fill in. With Convert values on, Airtable turns text into each field's type, and a choice the field does not have yet is added to it.

Create records
Adds a record for each entry in a list from an earlier step

A record for each entry in a list from an earlier step, sent 10 at a time, up to 1,000.

Update a record
Changes the fields you fill in on one record

Only the fields you fill in change, unless Replace all fields is on.

Upsert a record
Updates the record whose fields match, or creates one

Updates the record whose fields to match on hold the same values — Email, say — or creates one. Up to 3 fields to match on.

Find records
Records that match a formula, or fields that equal values

By Airtable's own formula, or fields that equal values, from a view and sorted; up to 1,000.

Get a record
One record's fields, by its id
Delete a record
Deletes one record from a table
Upload an attachment
Adds a file from an earlier step to a record's attachment field

A file from an earlier step, up to 5 MB, added beside the field's other files.

Questions about Airtable

Do I set anything up in Airtable for the triggers?

Only the token's webhook:manage scope. Publishing adds the webhook to the base, and changing to another trigger or table, or deleting the workflow, removes it. Airtable allows 10 webhooks per base, and each published workflow with an Airtable trigger on that base uses one.

What if a webhook lapses?

A webhook deleted in Airtable, or not renewed in time, is made again at the next daily renewal. The first run after that says which window it may have missed, so the workflow can catch up — with Find records, say.

How does it avoid duplicate records?

Use Upsert a record: it looks for a record whose fields to match on hold the values you give — an order number or an email — updates it if it is there, and creates one only when there is none.

Can it fill in choice and linked-record fields?

Yes. Choices go in by name, people by email and linked records by id. With Convert values on, a choice the field does not have yet is added to it rather than failing the step.

Templates with Airtable

OperationsFree

Jotform submissions into Airtable

Every Jotform submission is added to an Airtable table, one field for each answer.

Jotform → Airtable