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A formAirtable

Create a record in Airtable when a form is submitted

When a form is submitted, create a record in Airtable.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
2
Accounts
1
Starts
A form is submitted, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A form is submitted
Someone sends one of the client’s forms.
Create a record
Add one row to a table. Field names must match the table’s columns.
  1. Starts whenA form is sent
  2. App stepCreate a record

What each client fills in

Airtable: Base ID
From the base’s URL: airtable.com/appXXXX/…
Airtable: Table
For example Leads

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Airtable

    airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Pick the client’s form that starts it
  2. Connect the client’s Airtable, for “Create a record”
  3. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
  4. Fill in Airtable: Table (For example Leads)
  5. Match Airtable’s fields to the client’s own: The leads name, The leads email, The leads phone, What the lead asked for

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