Create a record in Airtable when a message is posted in a channel in Slack

What each client fills in

Airtable: Base ID

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

Airtable: Table

For example Leads

Slack: Channel ID

The channel’s details → About: the ID at the bottom.

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.

• 

  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

• 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 Slack, for “A message is posted in a channel”
2. Connect the client’s Airtable, for “Create a record”
3. Fill in Slack: Channel ID (The channel’s details → About: the ID at the bottom)
4. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
5. Fill in Airtable: Table (For example Leads)
6. Match Airtable’s fields to the client’s own: Message, Message ID its timestamp