Discover the way to configure custom notifications for form submissions in Airtable with this easy-to-follow guide. Boost your workflow and always stay on top of essential submissions.
Setting up custom notifications for form submissions in Airtable is a great way to keep your workflow smooth and react promptly to important data. First, tweak Airtable's notification settings. You might also need external tools like Zapier to get the job done right. After that, set up specific triggers and actions just for your needs. This guide covers everything – from starting with your initial form to getting those custom notifications running. It ensures your team stays informed and productive.
First things first, open up your Airtable base where all those form submissions are hanging out. Make sure you're in the right workspace and base that has the form data.
Head over to the Automations tab at the top of the screen. Click on it to dive into the automation settings.
Pick the "When a record is created" trigger. This will make the automation kick in every time a new form submission comes in. Choose the table where the form submissions are being saved.
If you need specific conditions for notifications, click on "+ Add condition". Set the conditions based on what you need. For example, you can set it to notify you only if a certain field has a specific value.
Click on "Add action". Choose what you want to happen when the form is submitted. Common actions include:
Send an email: Pick "Send an email" and fill in the recipient's email address, subject, and email body. You can use fields from the form submission in the email body.
Send a Slack message: Choose "Send a Slack message" and set up the Slack channel or recipient. Customize the message with details from the form submission.
Fill in the details for the action you chose. If you're sending an email, make sure to add dynamic content by clicking the "+" button to include values from the form submission, like name, email, or any other form field.
Before you turn the automation on, click the "Run test" button to check if everything is set up correctly. This will trigger the automation using sample data from the table. Make sure the notification has all the info you want.
Once everything looks good, turn on the automation by flipping the switch at the top right of the automations panel. Double-check that it says "Automation is on".
Submit a test entry through your form to make sure the notification is triggered correctly and received as you set it up.
After you get the test notification, review the content. If you need to make any changes, go back and edit the automation. Always save and re-test after making any changes.
This completes the setup for custom notifications for form submissions in Airtable.
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