An automated workflow using integromat

Connects Airtable + Zendesk Sunshine

Create Zendesk Sunshine profiles from new Airtable records.

About this workflow template

This automation scenario allows you to connect Airtable and Zendesk Sunshine

It can be build using Integromat, a no-code workflow automation tool. Integromat 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

Diagram

Create Zendesk Sunshine profiles from new Airtable records.
Workflow diagram: Airtable + Zendesk Sunshine integration

How it works?

When this trigger fires in Airtable

Airtable

Watch Records in Airtable

Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

Then this action happens in Zendesk Sunshine

Z

Create or Update a Profile in Zendesk Sunshine

Creates or updates (overwrites!) a profile. A profile is updated (overwritten) instead of created if the submitted profile source, profile type, identifier type and identifier value match an existing profile.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Zendesk Sunshine profiles from new Airtable records..

Part I

Configure Applications

First, we need to connect Airtable and Zendesk Sunshine to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Airtable to Make.com.

    Connect Airtable to Make.com.

    Give Make.com access to your Airtable account, using Airtable credentials.

  • Connect Zendesk Sunshine to Make.com.

    Connect Zendesk Sunshine to Make.com.

    Give Make.com access to your Zendesk Sunshine account, using Zendesk Sunshine credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Airtable

    Set up a Trigger action for Airtable

    Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).

  • Then set up an Action for Zendesk Sunshine

    Then set up an Action for Zendesk Sunshine

    Choose this action: Create or Update a Profile (Creates or updates (overwrites!) a profile. A profile is updated (overwritten) instead of created if the submitted profile source, profile type, identifier type and identifier value match an existing profile.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Airtable and Zendesk Sunshine.

  • Test the workflow and turn it on for production use

    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 Zendesk Sunshine profiles from new Airtable records.!

Supported triggers and actions

  • Airtable

    New record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

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    triggerbyzapierautomateiopabbly-connectalbato
  • Airtable

    New or updated record

    Triggers when a record is created or updated.

    zapier
    triggerbyzapier
  • Airtable

    New record in view

    Triggers when a new new record is created in a specifc view.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Airtable

    Watch records

    Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

    integromat
    triggerbyintegromat
  • Airtable

    New or modified records

    New or modified records

    pipedream
    triggerbypipedream
  • Airtable

    New or modified records in view

    New or modified records in view

    pipedream
    triggerbypipedream
  • Z

    Create or update a profile

    Creates or updates (overwrites!) a profile. A profile is updated (overwritten) instead of created if the submitted profile source, profile type, identifier type and identifier value match an existing profile.

    integromat
    actionbyintegromat
  • Z

    Create an object record

    Creates an object record.

    integromat
    actionbyintegromat
  • Z

    Create an object type

    Creates an object type.

    integromat
    actionbyintegromat
  • Z

    Create a relationship record

    Creates a relationship record.

    integromat
    actionbyintegromat
  • Z

    Create a relationship type

    Creates a relationship type.

    integromat
    actionbyintegromat
  • Z

    Delete an object record

    Deletes an object record.

    integromat
    actionbyintegromat

Apps you need

Airtable

Airtable

Spreadsheets

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.