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In the Zap creation wizard hit the ‘Show more samples’ button and then it will transform to ‘Get more samples’ button. Zapier needs it but you don’t, so it’s best to get it out of the way. Now you see that you have a normal text value in your Lookup field. (In our example the first one is the linked field in the current table, the second one-the field in the People table that contains a value you are interested in- ‘Name’ in our case)Īfter you do that you will see something like this: In the first dropdown select the ‘Creator(s)’ field. It is the ID for the linked record from our ‘People’ table (which we discussed in our previous article: How to merge multiple tables into one in Airtable).ĭoesn’t make any sense for human beings you say?ĭon’t worry, we have a solution! Adding Lookup fieldĦ – Go to your Airtable and add a new column, Field type – Lookup: This is an ID that corresponds to a particular “Creator” in your Airtable base. If you look at the value of the ‘Creator (s)’ parameter (marked with a red rectangle in the screenshot above), you will see a random string of letters and numbers. You can do this in your Airtable account settings (this only needs to be done once):Ĥ – Select the Base and the Table you will be pulling data from:ĥ – After a few seconds of waiting you’ll get 3 sample records pulled from the table you selected: NOTE: To connect your Airtable account to Zapier you will need to generate an API key. We then send a weekly “report” to our Slack group so that everybody in the team is informed about the progress we made for the week.Ģ – Select ‘New record’ as an Airtable trigger event: ![]() We collect all of these improvements using Zapier. We have a table to track all improvements we make to our processes, documentation, etc. Let’s illustrate the setup process, using as an example a small automation from our business. *We can host your zap for you for $3/mo IF you hire us to set it up for you. ![]() A paid Zapier account* (free account doesn’t allow multistep zaps, which you’ll need for this).However, Zapier easily solves this problem. You can’t do this natively with Airtable. If I use the “Update Airtable Record” action instead, then I need to insert a sear ch step for the record I want, which I cannot do on a free plan.We use Airtable in our business almost everywhere!īut it lacks automation for some routine things.įor example, sometimes you need to pass a value to Zapier from a linked record in your base to perform an automation with your Zap. The reason I cannot use Surname & Firstname combo in the Lookup fields is that these values may change and I would end up creating a new record when I actually want to just update the existing record using the record_id. Since I need to lookup the record with unique value, the only way to source that unique value is using some function or formula field within Airtable. However, “phone number” formatted fields are also missing. It seems only text fields are displayed here. The fields that are available are as follows: In fact, very few fields of the Airtable base table are available to select as a lookup field or even a secondary lookup. However, in the Action Step of the zap, when I try to use the “Zapier Key” field as the Lookup Field for my Airtable record, it is not available in the list of fields. Since I am on a free plan, I cannot do a 2-step zap, so I have to use “Create or Update an Airtable Record” to achieve this in one step. When a Zapier table record is updated, I want to update the same record in Airtable. ![]() I also have a Zapier table that reflects as subset of these Airtable fields - including the Record_ID The field list is displayed here and the Record_Id field is named “Zapier Key”: This is the unique field for all records in the table. ![]() I have an Airtable base / table with many fields, name address phone etc, and it includes a formula field which is populated with the Airtable RECORD_ID() function.
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