Super Power Airtable with Make Automations

[@GarethPronovost]

Get one month of *Make* for free at the pro plan with 10,000 operations - 👉 www.make.com/en?pc=gapconsulting& Plus, grab my free automation training here - 👉 garethpronovost.com/webinar-registration

[@TheRemyRomano]

Excellent. I have scratched my head over. Make a good bit and that is very helpful.

[@paulmaher7904]

The smart link part was useful, thanks

[@GarethPronovost]

Glad to help 💪

[@maciejbak]

Thanky you soo much for this video. I've had problems to connect GSheets with Airtable and your explanation helped me.

[@GarethPronovost]

Happy to help 😄

[@grege6564]

Thanks for the video. Would you recommend switching from Zapier to Make based solely on pricing? Is it cheaper?

[@GarethPronovost]

Oh yes, much cheaper! It's a bit more difficult to learn, but I prefer it to Zapier these days

[@boagip]

Super helpful. Thank you!

[@GarethPronovost]

So glad it helped!

[@ingenricorovere]

I can't get the search record module to work as if he wouldn't perform the formula for me. My case is almost identical to yours, except that the first module is a trello module.

[@danettelowe]

Great Tutorial - thank you for bringing such cool information out! Thank you!

[@GarethPronovost]

Glad to help and thanks for watching! 🙏

[@ToddGrier]

Is it possible to use a similar setup to make a search for a field in an adjacent table through a linked record? Essentially I am trying to use a 'search records' to bypass the need for an extra lookup field on my source table. I have many linked records and I'm trying to compile a few data points from each linked record each for a report. When I set up your search formula with my data fields, linked fields and lookup fields don't seem to populate the same as your example.

[@carl-w3r]

Looking more into Make since you mentioned preferring it now over Zapier. I've used it a couple times for students since Zapier's free plan isn't great. Seems like the biggest challenge for switching is having grown accustomed to Zapier watching for changes every minute and not counting that against my task limit. For Make, if you have anything that's timely you need to design the automation to use an instant trigger. (And even for things that don't need the 1-minute automation, I've almost come to expect it.) But the price difference is good enough that at least for personal projects I'm likely to build some and see how it goes.

[@GarethPronovost]

Glad to hear it! To help with the instant trigger, I often use a simple script trigger that you can explore in this video: kzbin.info/www/bejne/iGmae513jMyZasU

[@GarethPronovost]

This will help you from burning all those operations unnecessarily in Make 💪

[@ALL_About_Data_PowerBI]

Thank you so much, this video have been helped me so much!! Jsut look into the plans that make and zapier offering, make provide more in its free plan.

[@GarethPronovost]

You're very welcome! Zapier is a great tool, but I really prefer Make for robust automation and pricing!

[@ingenricorovere]

HI! I've been going crazy for three days I have to synchronize trello with airtable and I'm already stuck in a simple scenario like yours airtable modules both seacrh and upsert record don't filter things for me with the formula as yours..

[@GarethPronovost]

Hi! Did you swing by our website for more help? This is impossible to troubleshoot without more background

[@ingenricorovere]

@@GarethPronovost Thanks and bye... Yes, of course, I know, but I was a bit desperate :-) I’ve overcome the issue, and as always, it turned out to be simple... Now I can use search a record and upsert a record. The problem now is syncing Trello card labels with a multi-select field in Airtable and figuring out how to bring any images attached to a Trello card into Airtable 🙂 It would be great to have a video about advanced synchronization of a Trello board with an Airtable base.

[@IkigaiConnections]

My mind is blown! You truly do a great job with explaining everything. PS. I didn't realize you have a Make affiliate link and had already registered :(

[@GarethPronovost]

haha - all good! Just glad to share some 🧠

[@aryankita]

I am inclined towards learning automation. I am digital marketing student but we have not been taught automation. Can you suggest some free course and free tools to learn without spending monthly $$$$

[@GarethPronovost]

Most all automation tools have free plans. Zapier and Make are our favorites 👌

[@franciscofrankberrocal1422]

Please update with upsert module, routing is not needed now for AirTable in Make.

[@GarethPronovost]

Will do!

[@zuraimansg]

What is the "Upsert" module in Make? Care to elaborate?

[@youkrooz]

Hi Gareth, First, thank you for this tutorial! Can Make or airtable find the Record ID from 2 fields? My case scenario is that some of my customers share the same email address (and phone number). I want Make to find the record ID from the email address and the first name to update the correct individual. How would I go with this?

[@GarethPronovost]

Yes, you can do this! You'd need to write a formula that compares the related fields and use it in your "Find" formula in Make. For example... AND ( 'FirstName' = {First Name} , 'Email' = {Email} )

[@youkrooz]

@@GarethPronovost Thank you for your quick and effective response! you save my day! I’ve been looking for over a week.

[@GustavoCalabro-fc2jw]

Muchas gracias, me estaba rompiendo la cabeza para solucionarlo. Me alegraste la mañana (like, for you)

[@GarethPronovost]

thank you!

[@Frutzii68]

It helped me so much, thanks ! 😍🤩

[@GarethPronovost]

Glad it helped!

[@geoetc8294]

This is awesome...but I have a couple of questions. 1. Can you set up a module that adds information to two different bases? 2. If the second base is built from a sync to the first (ie we have a number of project bases that are all synced from a master CRM), will the sync delay from the first base (normally a few minutes) cause an issue in Make when it is trying to find a record number for the second base? (Sorry if that does not sound clear)

[@GarethPronovost]

Hi! Yes you can build an automation to send data to two bases, but you're definitely correct about the delay for synced tables. To overcome this, I'd recommend adding a time delay in your Make automation so it can allow the sync to catch up!

[@leonardoclovier]

Nice!!!!