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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:
    Image of table tab in Airtable
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 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.

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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:
  3. Save your changes.