In our "Accounts" table we keep track of all our client accounts. To do this, you'll need to log into Zapier and follow their OAuth steps in order to connect the services together.įor more detailed examples of how to create Zaps yourself, read on!Įxample 1: Creating a Zap with Airtable as the trigger (Send an email notification whenever a new record is created)įor this example, we will be using the Sales CRM template. In either case, you'll need to connect your Airtable account to Zapier. When making the Zap, you can decide whether you want Airtable to be the trigger app or the action app. From the home page, click the "Make a Zap!" button. To make a Zap with Airtable, you'll need to log in to Zapier (or create an account).
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