The first step of any Zap is to set up a trigger. We recommend taking a moment to name your Zap to keep track of it.
Here is the page where we will set up the trigger and action for our Zap. You'll then be brought to the Zap configuration page. Now, say we wanted to be notified via email whenever we get a new account (a new account record is created in our table).Īfter connecting your Airtable account and your email account with Zapier, you can create a Zap that makes Zapier regularly look for new records in a specified Airtable base and table. In our "Accounts" table we keep track of all our client accounts. To do this, you'll need to log into Zapier and follow their OAuth steps in order to connect the services together.įor more detailed examples of how to create Zaps yourself, read on!Įxample 1: Creating a Zap with Airtable as the trigger (Send an email notification whenever a new record is created)įor this example, we will be using the Sales CRM template. In either case, you'll need to connect your Airtable account to Zapier. When making the Zap, you can decide whether you want Airtable to be the trigger app or the action app. From the home page, click the "Make a Zap!" button. To make a Zap with Airtable, you'll need to log in to Zapier (or create an account).
While these articles are meant to serve as helpful guides for our customers, 1:1 support for integrations with 3rd party tools is limited in support interactions.Returning "True" or "False" will work just fine. I actually don't care if the phone number itself is returned.Airtable doesn't seem to support ISNUMBER so that will have to be removed.Here are some modifications/things I know that need to change:
=IF(ISNUMMBER(SEARCH( ,"False")īasically, what I want to happen is for the search formula to look at a comma-separated list of phone numbers, see if the phone number from Ring Central is in that list and if so, return the number. Here is the formula in textual format if you want to play with it: Forewarning, I'm terrible with crafting formulas! These are text strings and not linked records as I know linked records are identified by ID. I am working on a Zap and trying to use a search formula to be able to find a phone number when there are multiple phone numbers in a cell.