Since the types of of contracts vary based on plans, Griffin showed how Paths can be used to evaluate data in the flow and then take action. Step 4: Add a Path to the Workflow: Sending a Contract ( 28:50) With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Gmail, Airtable, and SignRequest. With our trigger in place, it was time to configure our zap to take the data received in Typeform and share it to Airtable. Do even more with Gmail + Airtable + SignRequest. Step 3: Create a Zap Action: Adding Airtable to Our Zap ( 18:33) Step 2: Create a Zap Trigger: Connect Zapier and Typeform ( 13:11)Īfter submitting our form, we then went to Zapier and connected our Typeform account to Zapier. For the purposes of the stream, the form only asks a handle of questions. We start by looking first at a simple Typeform used for customer onboarding. Let’s get into it Step 1: Review Our Form ( 11:37) Here are some of the business-critical workflows that people automate with Zapier. With Zapier, you can integrate everything from basic data entry to end-to-end processes. It can be helpful to think “If this, then that.” The “this” is a trigger that causes one or more actions to take place as part of a workflow. Connect Airtable and SmartSuite to integrate crucial parts of your business. With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Code by Zapier, Google Docs, and Airtable. The above services offer free plans, except for Dropbox Paper. Do even more with Code by Zapier + Google Docs + Airtable. You will need accounts with the following services: This video is for anyone looking to start using Zapier, no coding or technical knowledge required. If you have concerns about how well nocode tools scale, Griffin shares that Tech Ladies’ is a 7-figure business that runs on tens of thousands of zaps. How to Work With Airtable Linked Records in Zapier. Trigger Your Zap When a Date/Time Value Has Arrived. Trigger When Records Are Updated in Airtable. Combine Airtable Automations with Zapier to Create Super Workflows. After selecting a trigger app, you will be prompted to choose the specific conditions for activating the trigger. In this case, we would like Gmail to trigger a change in our Airtable databaseso Gmail would be considered the trigger app.
Near the start of the stream, Griffin shared how nocode tools make it possible to do more with less and make it possible to reduce human error. Let’s take a look at some ways you can take Airtable to the next level by using Zapier. The first step of any Zap is to set up a trigger. Who this video is for and what you’ll learn
We also briefly discuss how to use Zapier paths so that a contract could be auto-generated and sent to a new client based on conditions. Originally a web developer who later discovered operations, Tech Ladies' General Manager Caro Griffin ( shows us how to build a workflow that takes data from Typeform and then saves it to an Airtable base by using Zapier. Getting Started with Zapier for Customer Onboarding