![]() ![]() After testing, turn on the Zap by toggling the switch at the bottom of the setup page.Before finalizing, Zapier offers the option to test the trigger-action sequence to ensure it works correctly.Use the fields provided to customize the action based on the data pulled from Airtable.Define the specific details of the action (e.g., the message content and recipient for a Slack notification).Generally, you'll click on "Sign in" and provide any necessary permissions to connect the app to Zapier. Depending on the app you've chosen, the process might vary.Select the desired action event for the app and click "Continue.".For example, if you want a new Slack message every time there's a new Airtable record, you'd choose Slack as your action app.Search for the app you want to connect with Airtable. Now that Airtable is set as the trigger app, you'll need to define an action for another app.Choose your Airtable Base and Table corresponding to the trigger you're setting up.After entering the key, click "Yes, Continue.".You can find your API key in your Airtable account settings. A window will pop up, prompting you to provide your Airtable API key.Choose the desired trigger event from the options provided (e.g., "New Record" or "Updated Record").Select "Airtable" from the search results.In the "Choose App & Event" section, search for "Airtable" in the app directory.Step 4: Search for Airtable in the App Directory ![]() Once logged in, click the "Make a Zap" button on the top right.Visit the Zapier website and log in to your account.If you don't have a Zapier account, sign up at Step 2: Log In to Zapier.Delete that value and map in your own search term. The curly braces for the “Map Your Search Value Here” text will turn look like a Zapier mapped value when pasted into the Formula field.Don’t remove the curly braces from the column name section. ![]() We’re mapping the search term in between the tags and typing in the Column Name we want to search between the )) We’re using the Airtable FIND formula to look for the mapped value ( Beeblebrox) inside the “ Full Name” column. We can set up the Airtable “Find Record” Step like this: Let’s say we get a form submitted by Zaphod from another app but they only identified themselves as Beeblebrox. If you wanted to search in multiple columns in each record, you could create a formula that combines the values from multiple columns into one and then do the Fuzzy Search in that combined column. In this case, the Full Name column is defined by a formula in Airtable that combined the First and Last Name columns, but that isn’t necessary. Let’s say I have the following data in my Airtable: Airtable is a database app that has an interface that feels much more like a spreadsheet, so if you’re familiar with Google Sheets it should be relatively easy to pick it up. To use this method, you’d need to use Airtable to store your “spreadsheet” information. I was able to find a way to use Airtable’s Search Formulas to do a Fuzzy Search in an Airtable. Google Sheets will only return exact matches for now. This isn’t supported in the Google Sheets App (we are tracking requests for this feature for Sheets, so let us know via our Support Contact Form if you want that). A Fuzzy Search in this case is where we look for instances where the search term and cell don’t exactly match, but the cell contains the search term. We can successfully find the row by doing a “Fuzzy Search”. But what if what if our search data is only a fragment of what is stored in our spreadsheet, but we still want to find the row.įor example, what if we want to search a set of names but we sometimes we have a full name to search with and sometimes we don’t? What if the capitalization doesn’t perfectly match? For example, we could search for a customer by their name or email address. BackgroundĪ common thing to do in Zapier is to search for a row in a spreadsheet based on some value. Tim here from the Zapier Support Team with a workflow idea. ![]()
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