Airtable

Airtable in ZBrain Flow is a cloud-based collaboration platform that merges the simplicity of a spreadsheet with the power of a database. It enables users to create, retrieve, and manage records across various tables while also supporting file uploads and custom API calls for advanced integrations.

How to Integrate Airtable with ZBrain Flow

1. Click the “+” button in the Flow: Open your ZBrain Flow and select the plus sign to add a new step.

2. Search for “Airtable”: Type “Airtable” in the search bar to view the available tasks.

3. Choose the Desired Task: Select the specific Airtable task you want to include in your Flow.

Tasks You Can Perform on Airtable

• Create Airtable Record: Add a new entry to an Airtable base, populating one or more fields.

• Find Airtable Record: Retrieve specific entries by searching for keywords or matching criteria within a table.

• Update Airtable Record: Modify an existing entry by changing or adding new field values.

• Delete Airtable Record: Remove an existing entry from a table, ensuring it no longer appears in searches or views.

• Upload File to Column: Attach files directly to a designated field in Airtable, facilitating easy file sharing and reference.

• Custom API Call: Make a tailored API request to interact with Airtable’s endpoints, offering greater control and flexibility for advanced use cases.

Create Airtable Record

Add a new entry to an Airtable base, populating one or more fields.

How to Configure Airtable Record to ZBrain Flow?

Step 1: Obtain Your Airtable Personal Access Token

1. Log in to your Airtable account.

2. Visit https://airtable.com/create/tokens/ to create one

3. Click on "+ Add a base" and select the base you want to use or all bases.

4. Click on "+ Add a scope" and select "data.records.read", "data.records.write" and "schema.bases.read".

5. Click on "Create token" and copy the token.

Step 2: Create a New Connection

1. In the Connection field, select Create a new connection.

2. Enter a descriptive Connection Name (e.g., “Airtable Connection”).

3. Paste the token into the Personal Access Token field.

4. Save the connection to confirm your credentials.

Step 3: Specify Base

1. In the Base field, select or enter the name/ID of the Airtable base where you want to create records.

2. Ensure this base corresponds to the workspace you authorized in Step 2.

Step 4: Specify Table

1. In the Table field, choose the table within the base where the new records should be added (e.g., “Tasks,” “Contacts,” etc.).

2. This table must exist in your specified base before you can create records.

Step 5: Save and Test

1. Save your changes to confirm the setup.

2. Run or test your flow to ensure new records are successfully created in the specified base and table.

Find Airtable Record

Retrieve specific entries by searching for keywords or matching criteria within a table.

How to Configure Find Airtable Record to ZBrain Flow?

Step 1: Obtain Your Airtable Personal Access Token

1. Log in to your Airtable account.

2. Visit https://airtable.com/create/tokens/ to create one

3. Click on "+ Add a base" and select the base you want to use or all bases.

4. Click on "+ Add a scope" and select "data.records.read", "data.records.write" and "schema.bases.read".

5. Click on "Create token" and copy the token.

Step 2: Create a New Connection

1. In the Connection field, select Create a new connection.

2. Enter a descriptive Connection Name (e.g., “Airtable Connection”).

3. Paste the token into the Personal Access Token field.

4. Save the connection to confirm your credentials.

Step 3: Specify Base

1. In the Base field, select or enter the name/ID of the Airtable base you want to search.

2. Ensure this base exists in your Airtable workspace.

Step 4: Specify Table

1. In the Table field, choose the table within your base where you want to find records.

2. This table must exist in your specified base.

Step 5: Configure Search Criteria

1. Search Field: Indicate which column (field) in your Airtable table you want to search against (e.g., “Name,” “Email,” or “ID”).

2. Search Value: Enter the exact value you want to match in the chosen field.

Step 6: View: It refers to the specific Airtable view you want to use for filtering and sorting your search results. In Airtable, each table can have multiple views (e.g., Grid, Kanban, Form, etc.)—often with custom filters, groupings, or sorts. By specifying a view name or ID in this field:

1. Filtering: Only records that appear in that view will be considered by the “Find Airtable Record” action.

2. Sorting: If the view has a defined sort order, your results will follow that order.

If you leave this field blank, Airtable typically defaults to the table’s primary (first) view. If you want to narrow results based on a custom filter or retrieve records in a particular order, enter the exact name of the view (as it appears in Airtable).

Step 7: Save and Test

1. Save your changes to confirm the setup.

2. Run or test your flow to ensure the correct record is found in your specified Airtable base and table.

Update Airtable Record

Modify an existing entry by changing or adding new field values.

How to Configure Update Airtable Record to ZBrain Flow?

Step 1: Obtain Your Airtable Personal Access Token

1. Log in to your Airtable account.

2. Visit https://airtable.com/create/tokens/ to create one.

3. Click on "+ Add a base" and select the base you want to use or all bases.

4. Click on "+ Add a scope" and select "data.records.read", "data.records.write" and "schema.bases.read".

5. Click on "Create token" and copy the token.

Step 2: Create a New Connection

1. In the Connection field, select Create a new connection.

2. Enter a descriptive Connection Name (e.g., “Airtable Connection”).

3. Paste the token into the Personal Access Token field.

4. Save the connection to confirm your credentials.

Step 3: Specify Base

1. In the Base field, select or enter the name/ID of the Airtable base you want to update.

2. Ensure this base exists in your Airtable workspace.

Step 4: Specify Table

1. In the Table field, choose the table within your base that contains the record you want to update.

2. This table must exist in your specified base.

Step 5: Identify the Record

1. In the Record ID field, enter the unique identifier of the record you wish to update (e.g., rec12345).

2. Make sure the Record ID corresponds to an existing entry in the table.

Step 6: Save and Test

1. Save your changes to confirm the setup.

2. Run or test your flow to ensure the specified record is updated successfully in your Airtable base and table.

Delete Airtable Record

Remove an existing entry from a table, ensuring it no longer appears in searches or views.

How to Configure Delete Airtable Record to ZBrain Flow?

Step 1: Obtain Your Airtable Personal Access Token

1. Log in to your Airtable account.

2. Visit https://airtable.com/create/tokens/ to create one.

3. Click on "+ Add a base" and select the base you want to use or all bases.

4. Click on "+ Add a scope" and select "data.records.read", "data.records.write" and "schema.bases.read".

5. Click on "Create token" and copy the token.

Step 2: Create a New Connection

1. In the Connection field, select Create a new connection.

2. Enter a descriptive Connection Name (e.g., “Airtable Connection”).

3. Paste the token into the Personal Access Token field.

4. Save the connection to confirm your credentials.

Step 3: Specify Base

1. In the Base field, select or enter the name/ID of the Airtable base that contains the record you want to delete.

2. Ensure this base exists in your Airtable workspace.

Step 4: Specify Table

1. In the Table field, choose the table within your base that holds the record you intend to remove.

2. This table must exist in your specified base.

Step 5: Identify the Record

1. In the Record ID field, enter the unique identifier of the record you wish to delete (e.g., rec12345).

2. Confirm that the Record ID corresponds to an existing entry in the table.

Step 6: Save and Test

1. Save your changes to confirm the setup.

2. Run or test your flow to ensure the specified record is successfully deleted from your Airtable base and table.

Upload File to Column

Attach files directly to a designated field in Airtable, facilitating easy file sharing and reference.

How to Configure Upload File to Column to ZBrain Flow?

Step 1: Obtain Your Airtable Personal Access Token

1. Log in to your Airtable account.

2. Visit https://airtable.com/create/tokens/ to create one.

3. Click on "+ Add a base" and select the base you want to use or all bases.

4. Click on "+ Add a scope" and select "data.records.read", "data.records.write" and "schema.bases.read".

5. Click on "Create token" and copy the token.

Step 2: Create a New Connection

1. In the Connection field, select Create a new connection.

2. Enter a descriptive Connection Name (e.g., “Airtable Connection”).

3. Paste the token into the Personal Access Token field.

4. Save the connection to confirm your credentials.

Step 3: Specify Base

1. In the Base field, select or enter the name/ID of the Airtable base where you want to upload a file.

2. Ensure this base exists in your Airtable workspace.

Step 4: Specify Table

1. In the Table field, choose the table within your base that contains the record you want to update with a file.

2. This table must exist in your specified base.

Step 5: Select Attachment Column

1. In the Attachment Column field, specify which column is designated for file attachments (e.g., “Attachments,” “Files,” etc.).

2. This column must be configured as an attachment-type field in Airtable.

Step 6: Identify the Record

1. In the Record ID field, enter the unique identifier of the record to which you want to attach the file (e.g., rec12345).

2. Confirm that the Record ID corresponds to an existing entry in the table.

Step 7: Provide File Details

1. File: Upload or reference the file you want to attach. You can either provide a direct URL or upload a local file.

2. File Content Type: Specify the file's MIME type (e.g., image/png, application/pdf).

3. File Name: Enter a clear name for the file, as it will appear in Airtable.

Step 8: Save and Test

1. Save your changes to confirm the setup.

2. Run or test your flow to ensure the file is successfully uploaded to the specified column in your Airtable record.

Custom API Call

Make a tailored API request to interact with Airtable’s endpoints, offering greater control and flexibility for advanced use cases.

How to Configure Custom API Call to ZBrain Flow?

Step 1: Obtain Your Airtable Personal Access Token

1. Log in to your Airtable account.

2. Visit https://airtable.com/create/tokens/ to create one.

3. Click on "+ Add a base" and select the base you want to use or all bases.

4. Click on "+ Add a scope" and select "data.records.read", "data.records.write" and "schema.bases.read".

5. Click on "Create token" and copy the token.

Step 2: Create a New Connection

1. In the Connection field, select Create a new connection.

2. Enter a descriptive Connection Name (e.g., “Airtable Connection”).

3. Paste the token into the Personal Access Token field.

4. Save the connection to confirm your credentials.

Step 3: Provide the API Details

1. URL: Enter the endpoint you wish to call (e.g., https://api.airtable.com/v0/...).

2. Method: Select the HTTP method (e.g., GET, POST, PUT, PATCH, DELETE) appropriate for the Airtable operation you want to perform.

Step 4: Configure Headers and Parameters

1. Headers: Add any key-value pairs required by Airtable (e.g., Authorization: Bearer <token>, Content-Type: application/json).

2. Query Parameters: If needed, specify additional parameters (e.g., ?filterByFormula=) to refine or filter results.

Step 5: Add a Request Body (If Applicable)

1. Body: Provide the JSON or other data payload required for the API call, such as field updates or record details.

2. Ensure you follow Airtable’s API documentation for the correct format and structure.

Step 6: Timeout (in seconds): It is an optional field that specifies how long the system should wait for the API call to respond before it’s considered a failure. If the request takes longer than this duration, the step will time out, and an error (or a fallback path, if configured) may occur.

Step 7: Save and Test

1. Save your changes to confirm the setup.

2. Run or test your flow to ensure the custom API call interacts correctly with Airtable’s API, returning or updating data as intended.