Integrate with Airtable

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Before you begin

• Make sure you have your Airtable API at hand. To generate it, see Airtable documentation.

• Get your Airtable App ID.

• Get your Airtable table name. You can find it on the table tab. For example:

To use the name in the endpoint URL, you need to encode the space to Imported%20table.

• To update a record, you also need the recordId. You can find it by calling the List records endpoint. For details, see Airtable documentation.

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Create a record

1. In Next Matter select the workflow that should integrate with Airtable, and add a new integration step.

2. Click Settings and enter the following details:The fields might look like the following:

    {
      "records": [
        {
          "fields": {
                 FIELDS_FOR_NEW_RECORD //this is a placeholder
          }
        }
      ]
    }
   

   • Method: POST

   • URL: https://api.airtable.com/v0/YOUR_APP_ID/YOUR_TABLE_NAME

   • Headers: Content-Type: application/json

   • Headers: Authorization: Airtable_API_KEY

   • Body might look like the following:

3. Create a variable for the recordId with the value of $.records[0].id.

4. Save your changes.

You can access the ID of the newly created record in subsequent steps through a data reference. This can be used to update the record later on.

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Update a record

1. In Next Matter select the process that should integrate with Airtable, and add a new integration step.

2. Click Settings and enter the following details:

   • Method: PATCH

   • URL: https://api.airtable.com/v0/YOUR_APP_ID/YOUR_TABLE_NAME/RECORD_ID

   • Headers: Content-Type: application/json

   • Headers: Authorization: Airtable_API_KEY

   • Body might look like the following:

     json

     {
         "fields": { 
                    "field1": "value1",
                    "field2": "value2"
           }
     }
     

3. Save your changes.