An automated workflow using zapier
Connects Airtable + Gmail
Create drafts in Gmail for updated Airtable records
About this workflow template
This automation scenario allows you to connect Airtable and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Airtable
New or Updated Record in Airtable
Triggers when a record is created or updated.
Then this action happens in Gmail
Create Draft in Gmail
Create (but do not send) a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create drafts in Gmail for updated Airtable records.
Part I
Configure Applications
First, we need to connect Airtable and Gmail 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.
Part II
Build an integration workflow
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 or Updated Record (Triggers when a record is created or updated.).
Then set up an Action for Gmail
Choose this action: Create Draft (Create (but do not send) a new email message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable and Gmail.
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 Create drafts in Gmail for updated Airtable records!
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Apps you need
Airtable
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.
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.
