![]() Then, after processing the record, you set the mirror field to the actual field’s value once more to mark it as processed and remove it from the view. Create HubSpot contacts from new Airtable records. When a field is updated, if it does not equal its mirror field, the record enters the event trigger view. Create Airtable records for updated HubSpot deal stages. When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title. That way, you can stick with the task at hand, instead of opening another tab. You can also use what I call “mirror” fields, which mirror the value of another field. You can enter text into the Zapier Chrome extension, and well automatically add it to an Airtable record that you specify. To remove the records from the view after processing them, sometimes we mark the records with timestamps and have our event trigger view filter on whether those timestamps are filled in or not. Free forever for core features 14 day trial for premium features & apps Supported. Create a new record or update an existing record in your app. Zapier checks for new data every 15 min on the. We then have a perpetually running python process on AWS poll the Event Triggers table every so often to get this list of views, and check each view for records to take action on. Whenever a new record is added in Airtable, an opportunity will be created in Copper, keeping your sales. ![]() Each record in this table has the url for an event trigger view, and a Zapier webhook to call to take action when a record is found in that view. To do this, we keep a central table called “Event Triggers”. Each one of these views has some filters set, so that when a record matches some criteria, it enters the view, we pick it up using the Airtable API, take some action like posting a notification to Slack, then update the record so that it is removed from the view. Our current method of reacting to changes in records is to use what we call “event trigger” views. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |