This automation scenario allows you to connect Airtable, Gmail, and Slack.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Airtable, Gmail and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in Airtable
Triggers when a new new record is created in a specifc view.
Then these actions happen in Slack, Airtable and Airtable
Create and send a new email message.
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
This guide contains information on how to set up an automatic workflow that allows to Send customized emails via Gmail [Business Gmail Accounts Only] and get alerts in Slack for new Airtable records.
Part I
First, we need to connect Airtable, Gmail and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Airtable
Choose the following trigger: New Record In View (Triggers when a new new record is created in a specifc view.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Then set up another Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Then set up another Action for Airtable
Choose this action: New Record (Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable, Gmail and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send customized emails via Gmail [Business Gmail Accounts Only] and get alerts in Slack for new Airtable records!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Update the values of specific cells in an Airtable record.
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Send a message to specified User as Slackbot
Get a specific record
Delete specific record by ID.
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.