Airtable

Connect Sequensy to Airtable for database and CRM automation.

Overview

The Airtable integration allows you to create, update, and manage records in your Airtable bases. Perfect for CRM, inventory tracking, order management, and more.

Setup

Getting Your API Key

Log in to Airtable
Go to your Account settings
Under API, click Generate API key
Copy the key

Finding Base and Table IDs

Open your base in Airtable
Click Help > API documentation
Your Base ID starts with app...
Table IDs start with tbl...

Connecting in Sequensy

Go to Sequensy > Integrations
Find Airtable and click Connect
Enter your API key
Click Save

Available Actions

Create Record

Add a new record to an Airtable table.

Field	Type	Required	Description
Base	select	Yes	Airtable base
Table	select	Yes	Target table
Fields	object	Yes	Field values

Example:

Base: CRM Base
Table: Contacts
Fields:
  Name: {{Trigger.billing.first_name}} {{Trigger.billing.last_name}}
  Email: {{Trigger.billing.email}}
  Phone: {{Trigger.billing.phone}}
  Company: {{Trigger.billing.company}}
  Source: WooCommerce Order
  Order Total: {{Trigger.total}}

Update Record

Modify an existing record.

Field	Type	Required	Description
Base	select	Yes	Airtable base
Table	select	Yes	Target table
Record ID	string	Yes	Record to update
Fields	object	Yes	Fields to update

Example:

Base: CRM Base
Table: Contacts
Record ID: {{Trigger.airtable_record_id}}
Fields:
  Last Order Date: {{Trigger.order_date}}
  Total Spent: {{Trigger.lifetime_value}}

Find Record

Search for records matching criteria.

Field	Type	Required	Description
Base	select	Yes	Airtable base
Table	select	Yes	Table to search
Filter	string	Yes	Airtable formula

Example:

Filter: {Email} = '{{Trigger.user_email}}'

Delete Record

Remove a record from a table.

Field	Type	Required	Description
Base	select	Yes	Airtable base
Table	select	Yes	Target table
Record ID	string	Yes	Record to delete

Field Types

Map data to Airtable field types:

Airtable Type	Format
Single line text	String
Long text	Multi-line string
Number	Numeric value
Currency	Number (formatted in Airtable)
Date	YYYY-MM-DD
Checkbox	true/false
Single select	Option value
Multiple select	Comma-separated
Email	Email string
URL	Full URL
Phone	Phone string

Common Workflows

Order to CRM

Trigger: Order Created
Action: Airtable - Create Record
  Table: Orders
  Fields:
    Order Number: {{Trigger.order_number}}
    Customer: {{Trigger.billing.first_name}} {{Trigger.billing.last_name}}
    Email: {{Trigger.billing.email}}
    Total: {{Trigger.total}}
    Status: {{Trigger.status}}

Lead Capture

Trigger: Form Submitted
Action: Airtable - Create Record
  Table: Leads
  Fields:
    Name: {{Trigger.fields.name}}
    Email: {{Trigger.fields.email}}
    Source: Website Form
    Date: {{current_date}}

Customer Update

Trigger: Order Completed
Action: Airtable - Find Record
  Filter: {Email} = '{{Trigger.billing.email}}'
Action: Airtable - Update Record
  Record ID: {{Action1.record_id}}
  Fields:
    Last Order: {{Trigger.order_date}}
    Order Count: {{Action1.fields.Order Count + 1}}

Airtable Formulas

Use formulas in Find Record filters:

# Exact match
{Email} = 'user@example.com'

# Contains
FIND('test', {Name}) > 0

# Multiple conditions
AND({Status} = 'Active', {Type} = 'Customer')

# Date comparison
{Created} >= '2024-01-01'

Best Practices

Use linked records for relationships
Set up views for workflow-specific queries
Handle rate limits (5 requests/second)
Validate data before sending

Troubleshooting

Record not created

Verify all required fields are included
Check field names match exactly
Ensure data types are correct

Rate limiting

Airtable limits to 5 requests/second
Use batching for bulk operations
Space out high-volume triggers

Invalid field values

Check single select options exist
Verify date format (YYYY-MM-DD)
Ensure numbers are numeric