Design Workflows Builder Toolbox Enterprise Automation

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.

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 details (with your data insead of our placeholders)

    • 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:

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

      The filled-in Body might look like the folling:

      JSON
      "fields": {
      "NM Instance ID": 1234,
      "Instance Name": "Test1",
      "Instance Tags": "test",
      "Instance Started Time": "2022-10-02"
      }
  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.

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:

  3. Save your changes.