How to integrate Airtable with Discord to automatically notify new tasks with Airtable and Discord integration!

Airtable is a flexible data management tool widely used by global companies, primarily in the United States. Wouldn't it be more convenient if the information added to Airtable could be automatically notified to Discord? This ideal is realized by integrating Airtable with Discord. By utilizing this integration, you can efficiently build a notification system for task management. Traditionally, such automation required programming knowledge, but with our no-programming-required flow bot, it can be easily implemented. This article will explain in detail the benefits and specific use cases of Airtable and Discord integration. Recommended for: The flow bot introduced this time is perfect for the following people: - Those who want to share Airtable order information in a timely manner and respond smoothly as a team. - Those who want to accurately grasp delivery destinations and product information to streamline shipping preparation. - Those who want to start automation easily without programming knowledge. - Those who use Airtable and Discord respectively and want to improve work efficiency through integration between each app. Benefits and specific use cases of automatically notifying Discord when a task is added to Airtable: We considered the use cases from the perspective of engineers, designers, and directors managing tasks in Airtable. 1. Consistent information management from centralized management to notification: By centralizing project information in Airtable and managing tasks and update information together, you can reduce the hassle of operations. When the added information is automatically notified to Discord, you can obtain the necessary information without effort. For engineers and designers, quickly grasping new task information is important. By utilizing this flow, tasks added to Airtable are automatically notified on Discord, allowing you to check the overview immediately. It eliminates the need to manually open Airtable and search, making it easier to start work smoothly. 2. Share information in real-time and create an environment where everyone can easily understand: You can create a system where notifications are sent to a specified chat when a task is registered. By adding mentions as needed, you can directly notify specific personnel. Directors are responsible for understanding the overall project situation and communicating tasks to team members. By using this flow, tasks registered in Airtable are appropriately notified to Discord, creating an environment where all team members can easily grasp the necessary information. As a result, it is expected that task communication and progress management will become smoother. 3. Eliminate the hassle of checking Airtable and improve information comprehension efficiency: By receiving notifications through Discord, you can quickly grasp the next tasks to tackle, eliminating the need to open Airtable and check the registered content. When directors manage frequently updated project tasks, there is no need to check Airtable each time. Receiving notifications on Discord makes it easier to check the situation even on mobile devices. Therefore, an environment will be established where you can smoothly proceed with the next action no matter where you are. From here, we will explain how to set up the automation of "notifying Discord when information is registered in Airtable" using Yoom's flow bot template.

[What is Yoom]

Integration Process

Register My App to Yoom (Airtable and Discord)
Copy the template
Set up app triggers and integrate apps
Turn on the trigger button and verify the integration operation

※Notice

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest activation interval you can choose varies depending on the plan, so please check in advance.

How to Create an Integration Flow for Airtable and Discord

Things to Prepare in Advance

We have listed the items needed during the integration work.

Airtable (OAuth)

Airtable login information
Table to add information
- Please add a Last Modified Time field.

Base ID
- Can be obtained from the table URL. It starts with "app~".
Table Name
- Can be obtained from the table URL. It starts with "tbl~".

Discord

Discord account information (Discord screen operation is required)
Access token (Bot token acquisition)
- ＞Help: How to Integrate Discord Bot with My App
Channel ID to send notifications

Step 1: Setting Up My App Integration

Here, we will set up the app information to be integrated into Yoom. Log in to the Yoom workspace and click ＋New Connection on the My Apps screen.

A list of apps that can be connected to Yoom will be displayed. Select the app to connect from the search window and proceed with My App registration.

Airtable

Select Airtable from the search results.

Click Allow Access to complete the Airtable My App registration.

Discord

Enter "Discord" in the search window and click the app name that appears. A screen will pop up to enter the values required for integration.

Account Name
- Enter any name you like.
Access Token
- Enter the Bot token.

＞Yoom Help: How to Integrate Discord Bot with My App

Enter the access token and click the Add button to complete the Discord My App registration.

Step 2: Copy the Yoom Flow Bot Template to My Project

Click this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3: App Trigger "When a Record is Registered"

Next, click on the first step of the template.

In this step, you will set up to retrieve table items from Airtable.

(1/2) Select Integration Account and Action

This item is pre-configured.

App Trigger Title
App
Account information to integrate with Airtable
Trigger Action

→ Click Next.

(2/2) API Detailed Settings for App Trigger

Trigger Interval
- You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The shortest trigger interval varies depending on your plan.

Base ID
- It can be obtained from the URL. It is a value starting with "app~".

Table Name
- It can be obtained from the table URL. It is a value starting with "tbl~".
Field Name for Created Time
- Enter the field name for the row creation date. In the image below, the field name is translated into Japanese as "Created Time", but the field name will be Created Time.

Click Test.
If successful, the initial setting items will be displayed as output. To add Airtable items, select "Add Value to Retrieve" in the output frame at the bottom of the same screen.

When selected, the item names of the specified Airtable table will be displayed.

Click the blue circle plus to make the value retrievable as output. For example, in this case, the area enclosed in the red frame is the Airtable item name I created, so I clicked the buttons from Task Name to Overview. After selecting the blue circle, click "Add".
Record Name (id) and Record Creation Date (Created Time) can be retrieved by default, so no addition is necessary.

→ Click Test. → Success. The added items were also retrieved as output.

→ Click Save.

Step 4: "Send Message" to Integrate with App

Next, click on the second step of the template.

In this step, create a template message to notify Discord.

(1/2) Select Integration Account and Action

This item is pre-configured.

App Trigger Title
App
Account information to integrate with Discord
Trigger Action

→ Click Next.

(2/2) API Connection Settings

Channel ID
- Click the edit field to pick up the linked room. Selecting the relevant channel will quote the ID.
- The channel ID is also displayed at the bottom of the menu that appears when you right-click the gear icon in the channel list.

‍

Message Content

Create a template message. Click the edit field to open a dropdown, and outputs such as order information will be displayed from the "When a Record is Registered" tab. Clicking the necessary items will embed the quote code in the edit field.
Entering the item name before the quote code will make it easier to understand during notification.

‍

→ Click Test. → Success

→ Click Save. This step is now complete.

Step 5: Turn ON the App Trigger

Once all steps are configured, a completion screen will be displayed.

Turn ON the Trigger to activate the flow bot. You can toggle it with the switch at the top left of the template.

<span class="mark-yellow">The flow bot was easily set up without programming.</span> Here is the template used this time.

Make the Most of It! 3 Ways to Automate with Airtable

By centrally managing tasks and schedules with Airtable, you can further expand its utility through integration with other apps.

1. Automatically Register Information from Google Forms to Airtable

Automatically register data collected from Google Forms into Airtable. In this scenario, using Google Forms as a task request portal facilitates smooth task management.

2. Link registered suppliers in Airtable to the board

When you add supplier information to Airtable, it will automatically be reflected on the board. This allows you to register without worrying about editing permissions on the board.

3. From Airtable Information to Google Calendar

Automatically create Google Calendar events from Airtable data. If you are managing tasks centrally with Airtable, using this feature can further streamline your operations.

Summary

By notifying Airtable task information on Discord, you can reduce the hassle of sharing and verifying information. Utilizing mobile devices allows you to easily check the status while on the go, potentially making project progress smoother.

We hope this flow will help improve the way your team works. <span class="mark-yellow">The intuitive operation allows you to proceed with the setup easily, even without programming knowledge.</span> Start setting it up from the banner below.

See you again!