Airtable

Airtable actions in CodeWords

Here's a comprehensive list of all the actions you can perform with Google Sheets

1. create-single-record

• What it does: Adds a single new record to a specified table.

• When to use it: Use this when you need to add individual entries, like a new customer in your CRM.

2. create-multiple-records

• What it does: Adds several new records at once.

• When to use it: Perfect for bulk data imports, like uploading a batch of new leads from a trade show.

3. create-table

• What it does: Sets up a new table within a base.

• When to use it: Ideal for expanding your database with new categories of information, like adding a table for customer feedback.

4. create-field

• What it does: Adds a new field (column) to a table.

• When to use it: Use this when you need to track additional data points, such as a new sales metric.

5. create-comment

• What it does: Adds a comment to a record.

• When to use it: Great for leaving notes or updates on specific records, like a project status update.

6. update-record

• What it does: Modifies an existing record with new data.

• When to use it: Use this to update customer details or amend order statuses.

7. update-table

• What it does: Changes settings at the table level.

• When to use it: Useful for adjusting table configurations, like changing permissions.

8. update-field

• What it does: Modifies a field in a table.

• When to use it: Handy for renaming fields or changing field types.

9. update-comment

• What it does: Edits an existing comment on a record.

• When to use it: Ideal for revising notes or clarifying previous comments.

10. delete-record: Removes a record from a table.

• When to use it: Use this carefully to clean up obsolete data, like removing outdated contacts.

11. get-record

• What it does: Retrieves a specific record based on a given ID.

• When to use it: Perfect for fetching detailed information about a customer or order.

12. get-record-or-create

• What it does: Retrieves a record or creates it if it doesn’t exist.

• When to use it: Useful for ensuring data consistency, like checking for duplicate entries before adding new ones.

13. list-records

• What it does: Lists all records in a table.

• When to use it: Ideal for generating reports or exporting data.

14. list-records-in-view

• What it does: Lists records from a specific view.

• When to use it: Use this to filter data according to specific criteria, like a sales pipeline.

15. list-tables

• What it does: Lists all tables within a base.

• When to use it: Useful for getting an overview of your database structure.

16. list-bases

• What it does: Lists all bases in your Airtable workspace.

• When to use it: Perfect for navigating through multiple projects.

17. search-records

• What it does: Finds records that match a search query.

• When to use it: Ideal for locating specific data points, like finding all customers from a particular region.

18. create-or-update-record

• What it does: Creates a new record or updates an existing one if it matches certain criteria.

• When to use it: Great for maintaining up-to-date information, like syncing customer profiles.

Available Triggers in CodeWords

1. new-records

• When it fires: Triggers when new records are added.

• Business scenario: Automatically send a welcome email to new customers.

2. new-records-in-view

• When it fires: Triggers when new records appear in a specific view.

• Business scenario: Notify the sales team when new leads enter the "Qualified" view.

3. new-or-modified-records

• When it fires: Triggers when records are created or modified.

• Business scenario: Update your team chat with changes to active projects.

4. new-or-modified-records-in-view

• When it fires: Triggers on new or modified records in a view.

• Business scenario: Alert managers to significant changes in high-priority projects.

5. new-or-modified-field

• When it fires: Triggers when a field is added or changed.

• Business scenario: Keep track of structural database changes for audit purposes.

6. new-field

• When it fires: Triggers when a new field is created.

• Business scenario: Notify stakeholders when new metrics are being tracked.

7. new-modified-or-deleted-records

• When it fires: Triggers on any record addition, change, or deletion.

• Business scenario: Maintain a comprehensive change log for compliance.

8. new-modified-or-deleted-records-instant

• When it fires: Instantly triggers on any record addition, change, or deletion.

• Business scenario: Immediately update dashboards or reports with real-time data changes.

Building practical workflows with CodeWords

Example workflow: Automating lead management

1. Trigger: new-records-in-view — Fires when new leads enter the "Potential" view in Airtable.

2. Action: create-single-record — Adds these leads to your CRM database as individual records.

3. Action: create-comment — Leaves a note on each record indicating the source of the lead.

4. Action: update-record — Updates the lead status to "Contacted" once a follow-up email is sent.

Example workflow: Real-time project tracking

1. Trigger: new-modified-or-deleted-records-instant — Instantly reacts to changes in project records.

2. Action: list-records-in-view — Retrieves all current tasks from the "In Progress" view.

3. Action: create-or-update-record — Updates a project management tool with the latest task status.

Practical tips and what to watch out for

• Consistency is key: Use get-record-or-create to avoid duplicates and maintain clean data.

• Plan your views: Make use of specific views to filter data appropriately and trigger the right automations.

• Stay informed: Use triggers like new-modified-or-deleted-records to keep everyone updated on important changes.