How to link Airtable with board to notify when a task is registered in Airtable

For companies aiming to streamline invoice creation, board is a convenient tool. It allows for easy invoice creation through drag-and-drop operations and includes template features, making it simple for beginners to master.
However, if you manage orders with Airtable and manually link that data to Board, input errors and omissions are more likely to occur.
This article provides a detailed explanation of the benefits of combining Airtable and board, as well as methods for simple automation settings.

Benefits of Integrating Airtable and Board

Benefit 1: Improved Data Consistency through Automation

When tasks are registered in Airtable, the information is automatically added to the board, making it easier to maintain data consistency.
For example, when the sales department enters a new task in Airtable, the content is quickly reflected on the board, allowing the accounting and project management departments to share the latest task information.
This reduces the likelihood of errors and omissions due to manual input, and helps maintain data accuracy.
Additionally, managing tasks and allocating resources based on accurate information helps each department's operations run smoothly.

Benefit 2: Faster Information Sharing

When a task is registered in Airtable, the information is automatically added to the board, creating a system where all members involved in the project can immediately share the necessary information.
For example, when a new task is added, sales representatives and project managers can easily check the content, and accounting personnel and resource managers can quickly grasp the information.
This shortens the time it takes for information to be disseminated, creating an environment where each member can start responding promptly.
Moreover, even in situations requiring urgent responses, everyone can act based on the same information, which is expected to improve communication efficiency.

In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.

[What is Yoom]

How to Create an Integration Flow between Airtable and Board

This time, we will create a flow where [a notification is sent to the board when a task is registered in Airtable]. By using this template, a notification will automatically be sent to the board every time a task is registered in Airtable. This allows the person in charge to immediately confirm the occurrence of a new task without opening Airtable.

It's easy to set up with just 4 steps.

1. Register Airtable and board as My Apps
2. Set up a trigger to activate when a record is registered in Airtable
3. Set up to register the order destination in board
4. Test and verify

Step 1: Integrate Airtable and board with My Apps

1. Log in to your Yoom account.

If you don't have an account, please create one on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, please search and register Airtable and board respectively.
Once registration is complete, the icons for Airtable and board will appear in My Apps. Please confirm.

For more information on registering Airtable and board as My Apps, please refer to the following links.
How to register board as My App
How to register Airtable as My App

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare the Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Trigger settings to activate when a record is registered in Airtable

1. First, click on "When a record is registered" at the top.

2. You can set the title freely.
Enter the account information to connect with Airtable.
Select "When a record is registered" as the trigger.
Once the input is complete, click "Next".

3. Set the required items.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan, so please check.
After setting, perform a test and save if there are no issues.

Step 3: Setting to register the order destination in board

1. Return to the flow.
Next, click on the "Register order destination" icon.

2. Enter the account information to connect with board.
Select "Register order destination" as the execution action.
Once the settings are complete, click "Next".

3. Perform the API connection settings.
When you click on each item, the output obtained earlier will be displayed. Please quote as appropriate.
After setting, perform a test and save if there are no issues.

4. Next, click on the "Update record" icon.

5. Select "Update record" as the trigger.
Once the input is complete, click "Next".

6. Set the base ID, table ID or name, and record ID.

7. Set the field information.
Field information is required, so be sure to enter it.
After setting, perform a test and save if there are no issues.

8. With this, the flow of [Add to board when an order destination is registered in Airtable] is complete.

Step 4: Test and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on trigger" button to activate the flow bot.

With Yoom's template, even beginners can easily proceed with the setup without any code.
Try this convenient flow from the link below.

Other Automation Examples Using Airtable and Board

There are many other examples of automation using Airtable and board in Yoom, so let me introduce a few.

1. A flow where the project status in the board is updated when the status in Airtable is updated.
By using this flow, when a record managed in Airtable is updated to a specified status, the status in the board is automatically updated as well.
This makes it easier for the entire team to always share the latest project status and facilitates efficient progress in work.

2. This is a flow to issue an invoice on the board when the status of kintone is updated.
By utilizing this template, invoices are automatically issued from the board in accordance with kintone status updates, reducing the risk of human error.
Necessary information for issuing invoices can be automatically retrieved from kintone, which is expected to improve business productivity.

3. This is a flow that notifies Slack when a project is registered on the board.
The board is a useful tool for managing projects as a team, but missing the registration of a new project can lead to delayed responses.
By utilizing this template, team members can easily and quickly grasp the registration information of new projects through Slack notifications.

Summary

By integrating Airtable with board, it is now possible to automatically add entries to the board when a supplier is registered in Airtable.
This eliminates the need for personnel to check both Airtable and the board, creating an environment where the latest order information can be shared immediately.
No special skills or knowledge are required to implement automation with Yoom. Simply follow the instructions and input the necessary information for easy operation.
By connecting the apps you regularly use, you can expect improved work efficiency.
Why not use Yoom to work on business improvement and make your daily tasks simpler?