Learn how you can create, list and update records simply by copying and pasting some data that you can easily find in your Airtable account and its documentation.
How to integrate Airtable with Arengu
All the Airtable actions have in common 3 fields to set up the integration, which are mandatory in each action, as you can see in the image below. To set it up, we just need to paste on them the proper data from our Airtable account. Let's see where to get them.
1. Generate an API key
To start setting up any of these actions, you just need an Airtable account with an API key. Find your API in your Airtable dashboard under your Account overview page.
2. Get the Base ID
Go to Airtable’s REST API docs and, after login, click on the project that contains the table you want to use. Once on the project documentation, click on the INTRODUCTION section and copy the text string that appears written in green.
3. Get the name of a table
To get the name of the table in which you want to manage records, go again to the project on Airtable’s REST API docs and click on the name of the table on the left menu.
The name of the table is exactly the text that appears on the light blue label. Just copy and paste it in the proper field in Arengu.
The Airtable set of native actions
Once this data is copied and pasted in the corresponding fields of the action that you want to configure in Arengu, we just need a few more settings for each action.
1. Create a record
This action allows you to automatically create records and save form data to any table in your Airtable projects. In addition to the API key and Base ID, this action includes a list of fields to easily define which form data is stored in which columns of the table.
Indicate the name of the field in Airtable on the left side and, on the right one, the data you want to save, using the menu to get form and flow variables.
Get the name of each field in your Airtable project documentation, on the Fields section, from which we have obtained the table name before. They are identified with a yellow label under the FIELD NAME column.
2. List records
Now you can list but also filter, sort and format records with query parameters, thanks to this native action. Paste the API key and the Base ID to set it up and add a view parameter to select which results it will return, or/and a formula to filter records with custom criteria.
You will find all the available query parameters in your Airtable project documentation, on the List records section of the table, where you can also find view ID.
For example, if you have a column called "Email", you can filter records by that column using the formula "{Email} ="{{input.body.field_id}}".
3. Update a record
Easily refresh the records already saved in Airtable with this native action. Simply reference the record ID and include the variables of the data do you want to store in each column of the table, as we have seen in the previous action.
To get the record ID, simply get the proper variable from the menu after an execution of the List records action but also including the record ID value as a hidden field in your form.
