#Zapier with airtable update#
#Zapier with airtable manual#
#Zapier with airtable series#

I too have run into issues with Zapier getting into a traffic jam and skipping records. Then you are only limited by your automation run limit (which is related to your subscription level).

#Zapier with airtable update#

It will fire for each and every record you have that matches, and send a singular email, or update that record. If you build the automation to trigger on a record that matches some criteria, and then do some action with that singular data, then the automation find record limit doesn't factor in.

It sounds like you are trying to build automations that look at a single record and then send 1 email to that record's recipient, and move on to the next record. They can look through a table, find 100 records that match a criteria, and then aggregate all the information in them into an action, usually a report, or writing a document. Here is a help file from Airtable about this process.Īirtable Automations are limited to finding 100 records per automation.

#Zapier with airtable series#

Start manual, move into a Zapier trigger, and then fully automate based on a complex series of filters. They sort of evolve as you grow your data and your base and how it functions. I have many bases that I use all 3 of the methods I described. Mix and match, pick the ones that work for your work style or your budget, or even your technical proficiency method. You can even define a button to the extension and send custom emails one at a time.

#Zapier with airtable manual#

The Sendgrid extension is a more manual process, whereby you define a set view of records/email addresses, draft the message, including use of mail merge tags to insert data from your table, preview them and send a batch group of emails. But if you have a need to send 50,000 emails in a month, it would only cost $20. I also really like using the Sendgrid extension (though this does incur additional monthly costs). You can also define a variety of ways for it to trigger including any changes to the record (checkbox, single select field using some sort of command like 'Send email', etc. Other functional ways to schedule and send emails also include exactly what you've done with Zapier. You can even make the last action in an automation to update the record as 'sent' as each email is sent. Turn on the automation after testing, and sit back and relax. After setting up the trigger, you can define the action (Send a Gmail) using the Integrations. You can set a variety of triggers (at a scheduled time, with your date/time modified field, or based on several filterable conditions).

The most straightforward way that Airtable currently makes for that process is the use the Automation tab. There are quite a few different ways to send out emails from Airtable, as well as trigger them. Is this the way to do this sort of thing? It feels a bit clunky.Īnd, if you've had experience doing something like this yourself, was it smart for me to trigger the zaps in smaller batches? Or would Zapier have handled processing ~120 records in one run? After each batch went out, I marked those records as 'sent' by hand (easy in Airtable, for this number of records), queued up the next batch, and waited for them to get sent. I didn't ask Zapier to do anything other than connect (record by record) to my client's Gmail account and send each message. We had to do a follow-up email, and I used the same process, just with a different body content for the message. I was a little worried about how well Zapier would perform, so I triggered smaller batches of records, about 30 at a time. The zap then connected to my client's Google Workspace/Gmail account to send the emails out. I defined a date-time modified field in Airtable that I used to trigger the zap in Zapier. The email contains a link to an Airtable form that I want them to fill out. I have a list of people (about 120) that I needed to send and email to. This week I used it for something important, and I'm wondering if the approach I took is the best way to solve the problem. I've used Zapier on and off for the last couple of years for small purposes.