Send Email from Airtable using Zapier
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- Опубликовано: 7 сен 2024
- Zapier is an amazing automation tool that connects with Airtable through the Airtable API. This software has limitless capabilities and in this video I show you how to write an automation that sends email to a contact in your Airtable base.
To do this, we have a makeshift CRM that holds our Contacts and our Interactions. We can have many types of interactions with our contacts, so it's important that this 'zap' is built to only send emails in specific situations.
We limit these situations by setting up a trigger in Zapier known as the "New Record in View" trigger. Check out this video to see the steps!
If you're new to Zapier and need to learn how to connect your apps, check out my video here: • How to Automatically F...
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Great! I learned Airtable just from your Videos Keep it up (Y)
Glad to hear it!
I recommend making a form view along with the filters so that you can enter in all of your information and take as long as you want. Airtable only creates a new record from the form view once you submit the form.
I use a form view hosted on a google site so that I can limit access to the base, but still let other coworkers send out branded html emails in Campaign Monitor.
Great idea to make email sends a subset of all interactions.
Thanks! It's not as nice as sending a mass email, but great for specific messaging!
Awesome presentation!
Thanks man!
Great vid! Do you have a video on how are you formatting your emails?
I don't, but that's a great idea to add to the list - thanks! I typically write my emails in a free online HTML editor - it then produces the HTML code that I copy/paste into my automations. I'll do a more detailed tutorial on that soon, but I hope this helps in the meantime!
grat job thanks
Thanks for watching!
Thank you so much for your videos!! I'm learning Airtable through you. I was just wondering if there's any way to automatically save sent/received emails from Gmail to an 'attachment' field in Airtable? I'm thinking of using Airtable as a CRM for my legal charity. It would be so helpful if there was a way to automatically save every email to/from a client, rather than having to save each email as a PDF and then 'attach' it to an interaction.
Certainly - check out this video for a tutorial: ruclips.net/video/fhdadPMOb_A/видео.html
@@GarethPronovost THANK YOU SOOOO MUCH!!
When setting up a Zap to send through Sendgrid, I've noticed it will format any text or other simple field correctly for the email. Other types of fields like linked records or date created fields format as a code and not the actual text. It does it correctly in the Sendgrid block in Airtable, but not through Zapier. I'd like to have these emails fully automated as new records are created through a form and not have to go through the block daily, hence the Zapier setup. Any ideas on how to make this work?
Hey Taylor - yes indeed. When you pass a linked record to Zapier, it uses the record ID (always starts with 'rec...') - this ID is perfect for identifying that record, but worthless if you need the NAME of that record. To get the name, you can create a formula field that just returns the record name. For example, if you have a link to 'Clients', then create a new field, call it 'Clients Text' - then make a formula that is simply {Clients} - this will return the text of the record that's linked in the Clients field.
From Zapier, just look at the text field and it will show you the data you need :)
@@GarethPronovost You're awesome. Thanks for the help!
It only works once right? I mean if you roll back the trigger and then set it again , it seams it doesnt work. Thanks Gareth
That's right - Zapier only triggers one time per record, per automation. Unless you have the add-on from Openside that allows you to trigger from an updated record - more on that here: ruclips.net/video/VIPDPY1dIAw/видео.html
@@GarethPronovost Thanks a lot Gareth!
What happens if you've already selected the customer and the zap runs while you're still writing the email body?
Add an extra requirement before the zap triggers. For example, set up a checkbox in your Airtable and only trigger the zap after you've pushed the checkbox. That way, you can finish your email without worrying the zap will fire before you're ready.
how to attach a picture in the mail sir ?
use the URL of the attachment in your automation
Thank you. on the other hand, for the record that trigger email sending, can we put a time stamp in a new field of that record in Airtable once the email has been sent?
Absolutely. After the email is sent, add a following step in your automation that then prints the date/time back in your Airtable database.
@@GarethPronovost I tried to add a sep to update the Airtable record and use {{zap_meta_human_now}} into a field but didn't make it. will search your youtube videos and try to get an answer afterwards. thanks
@@GarethPronovost just a quick question. i tried to put {{zap_meta_human_now}} in the Date / time field as time stamp but nothing has been updated. Is this date / time format (i.e. {{zap_meta_human_now}}) incorrect? please advise.
@@DavidCWChan-uk7wp - yes, that's still a working field. Make sure that the field you're writing into in Airtable is a Date field to make sure it works! I think you may also need to turn on GMT for that field to register correctly, depending on your Zapier timezone settings.
I made it ultimately. The issue is due to US date format in zap not matched with European date format in Airtable. Once I correct it, the time stamp appears.