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The complete guide on creating conditional logic forms with Airtable

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Need to build dynamic forms that send data to Airtable? Conditional logic is a great way to build forms that change based on user responses or any check made on the backend. Discover different ways to use it in forms and how to connect them with Airtable.

1. Build the form

First, let’s create the visual part of the form. You can start from scratch or select one of the fully editable templates: add the steps you need, drag and drop fields, edit the texts and placeholders, make them mandatory, etc. 

Edit the styles of the form in the 'Design' tab or modify all these CSS variables, to totally adapt its look and feel to your brand guidelines.

2. Add the Airtable native actions

To connect the form with Airtable you just have to create a flow and add the Airtable native action you want to execute. For example, you can use the 'List records' action to check if there are any registered users with that email address. 

To connect your Airtable account, you just need to copy and paste the API key, the base ID and the name of the table to query. You can check here how to get this data.

The available Airtable's native actions allow you to create records or update existing ones, send form data and other information provided by data enrichment services like Clearbit, in addition to get user data from Airtable to autocomplete form fields with it.

3. Set the conditional logic 

To start building the conditional logic, just include an 'If/then condition' action to the flow. 

It will allow you to create 2 branches and trigger different actions depending on a custom condition. For example, for example, to check if an email is already registered in a table.

To configure this action, just reference the variable that you want to check. You can get it from the variables autocomplete menu, on the plus button, after executing the flow once.

Then select the condition that best suits the case. If needed, you can add more conditions by clicking on the 'AND' button.

Now, just add the actions to trigger on each branch and publish the changes.

4. Test and embed it

Once you've built the form logic, go back to the form editor and click on the ‘Preview’ button to check that everything is working properly.

Then click on the ‘Embed’ tab to get the embed code of the form.

Examples of Airtable forms with conditional logic

Conditional logic can be applied in many use cases, and these are the most common ones.

1. Demo request forms

Easily build dynamic and frictionless lead generation forms using conditional logic. For example, a multi-step form whose steps vary based on the user responses and the data provided by a data enrichment service like Clearbit.

You can use 'If/then condition' actions to build each branch of the form, and define what questions to display or what actions to trigger. For example, you can offer (or not) the user the possibility of closing a meeting with a salesperson, based on the qualification.

2. Autocomplete or pre-fill forms

Allow users to easily complete or update their profile data by pre-filling form fields with data from your database or a data enrichment service.

This is a common use case in signup, progressive profiling, and sales processes, for example, on lead generation and demo request forms. You can learn here, step by step, how to pre-fill form fields with Airtable data or with Clearbit data.

3. Trigger different after-submission actions

You can also use conditional logic to trigger actions after the submission of the form, for example, custom notifications, welcome emails, or to send user data to Airtable.

For example, you can save time on automating notifications related to your forms and flows by connecting Slack and Arengu, plus add interactive buttons to them in order to accept or reject users directly from a Slack channel.

The possibilities are almost endless, so you can tailor the logic exactly to your needs.

Not knowing where to start? Select one of the fully editable templates to create the form easier and faster. Sign up free or schedule a demo with us to help you build your use case.

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