Create a record in Airtable when a link in an email is clicked in Postmark

What each client fills in

Airtable: Base ID

From the base’s URL: airtable.com/appXXXX/…

Airtable: Table

For example Leads

Postmark: Message stream

The stream the emails go out on: “outbound” unless the server has others.

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.

• 

  Postmark → the client’s server → API Tokens → copy the Server API token. The From address must be a confirmed sender signature or on a verified domain.

• 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. Connect the client’s Postmark, for “A link in an email is clicked”
2. Connect the client’s Airtable, for “Create a record”
3. Fill in Postmark: Message stream (The stream the emails go out on: “outbound” unless the server has others)
4. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
5. Fill in Airtable: Table (For example Leads)
6. Confirm with the client: Link tracking is on in the client’s Postmark, for the server or for the emails that matter: an untracked link sends no click.
7. Match Airtable’s fields to the client’s own: Who clicked, Link, Where the link was HTML or text, Device