ZAPIER AIRTABLE SLACK UPDATE

Typing it out, I can imagine offhand I could do it in Airtable, but I haven’t delved much into slack processes in this area so I’m curious if it’s doable in slack. Or, maybe as a last resort, have clicked button messages cleared out after being clicked. So I’d love to either have an identical new message resent 24 hours later if there’s no click, or at least a new message saying go look up the chain. And don’t forget that you can add more apps and actions to create complex. With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Airtable, Slack, and MemberSpace. But it can be a bit of a chore to scroll back up to find an unclicked button if I missed one. Do even more with Airtable + Slack + MemberSpace. I basically use this channel as a high priority to-do system and every message with a button needs to be clicked when the task is resolved. I have a single channel where all these button based messages go (for now), and I’d really love to drive some process based on anything that ISN’T clicked but has a button. Click the button, record updates accordingly, and then the button disappears from the slack message and “Updated in Airtable” appears where the button options were in that specific message.

ZAPIER AIRTABLE SLACK UPDATE

This now gives me access to the Record ID for the right “to be linked” record from the linking table.įor my final step (which is the Update), I used the linked table Record ID to populate the third linked field.Not sure whether this is a slack or Airtable (or zapier) question, but I have been using Slack along with Airtable’s ability to send buttons you can click to update records in Airtable. I then added a new Zap step to search my linked table and used a Search Formula to find the right linked record using concatenated values from my prior step. Not sure if I really needed this or not, but I did it anyway lol. Created a new formula field that read from the Table’s primary field in a nice, text field that Zapier can use in a Find.Created a new formula field set to return Record ID.

You have to pass it the actual Record ID from the linked table. Issue #2: Trying to Use these Values to Update the Third Linked FieldĪpparently, you can’t just put a text value into a linked field via an update.

I named these with a “Zapier” prefix to easily distinguish from the original fields. To work around this, I created two new formula fields and set the formula to pull in the values from the Linked fields.

When I tried to use these fields in the Zap, it became clear Airtable was passing the Linked Record ID versus the actual Field value. My first issue was reading in Linked Fields. I’m using the Slack notifications feature as an initial trigger and then wanted a Zap to go find and update the record that initiated the Slack notification. My scenario is that I was trying to take two linked fields, concatenate these together, and then use this calculated value to update a third linked field. It turns out I was doing multiple things wrong. I was able to figure this out and thought I would share my trials here so others can learn from my mistakes. But the update itself puts the record id into the field, which generates an error. I see the text value vs the actual ID value. When the Update step tries to update the Airtable record it’s putting the linked field id in the field vs the text value of the linked record.įrom my tests in the zap, everything before this last step looks fine.

“Field A-Field B” I am reading this info using a search value from the Airtable find action step.

I then have an Airtable update action where I am concatenating two fields into 1 linked field, separated by a dash.

I then have an Airtable Find action to find the relevant Airtable record using info from the Slack notification.

Created a Zapier Zap to use a Slack notification as trigger.

Turned on Slack notifications and am sending change notifications to a dedicated Slack channel.

Zapier or Integromat).Īlso, as Airtable doesn’t support webhooks, I am doing the following: I am looking to update a linked field in an Airtable table automatically and recognize this can only be done via 3rd party integration currently (i.e.

Zapier airtable slack