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

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Airtable is a flexible data management tool widely used by global companies, primarily in the United States. Don't you think it would 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-code Flowbot, it can be easily implemented. This article will explain in detail the benefits and specific use cases of integrating Airtable with Discord. Recommended for: The Flowbot introduced here 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 shipping destinations and product information to streamline shipping preparations. - Those who want to start automation easily without programming knowledge. - Those who use both Airtable and Discord and want to improve efficiency through integration between the apps. Benefits and specific use cases of automatically notifying Discord when a task is added to Airtable: We considered use cases from the perspectives of engineers, designers, and directors, assuming a scene where task management is conducted with Airtable. 1. Consistent information management from centralized management to notification: By centralizing project information in Airtable and managing tasks and updates together, the effort of operations can be reduced. When added information is automatically notified to Discord, necessary information can be obtained 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 for immediate overview confirmation. The effort of manually opening Airtable and searching is eliminated, and it is expected that work can be started smoothly. 2. Real-time information sharing, creating 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, it is also possible to directly inform specific persons in charge. Directors play a role in 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 the entire team can easily grasp the necessary information. As a result, it is expected that task communication and progress management will become smoother. 3. Eliminate the effort of checking Airtable and improve information understanding efficiency: Through Discord notifications, you can quickly grasp the next task to tackle, eliminating the need to open Airtable to check registered content. When directors manage frequently updated project tasks, there is no longer a need to check Airtable each time. By receiving notifications on Discord, it becomes easier to check the situation even on mobile devices. Therefore, an environment is created where the next action can be smoothly advanced, 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 Flowbot 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 choose 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

Items to Prepare in Advance

We have listed the items needed for the integration work.

Airtable (OAuth)

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

Base ID
- You can obtain it from the table URL. It is a value that starts with "app~".
Table Name
- You can obtain it from the table URL. It is a value that starts with "tbl~".

Discord

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

Step 1: Setting Up My App Integration

Here, we will set up the registration of app information to be integrated into Yoom. Log in to Yoom's workspace and click ＋New Connection within 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 to enter the values required for integration will pop up.

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

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

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

Step 2: Copy Yoom's 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 Linked Account and Action

This section is pre-configured.

App Trigger Title
App
Account information linked with Airtable
Trigger Action

→ Click Next.

(2/2) API Detailed Settings for App Trigger

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

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

Table Name
- 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 creation date and time of the row. In the image below, the field name is "Created Time" as it is translated into Japanese as "作成時間".

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, I clicked the buttons from Task Name to Summary, which are the item names I created in Airtable. After selecting the blue circle, click "Add".
Record Name (id) and Record Creation Date (Created Time) can be retrieved by default, so no additional action is required.

→ 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, you will create a template message to notify Discord.

(1/2) Select Linked Account and Action

This section is pre-configured.

App Trigger Title
App
Account information linked with Discord
Trigger Action

→ Click Next.

(2/2) API Connection Settings

Channel ID
- Click the edit field to pick up the linked rooms. Selecting the relevant channel will quote the ID.
- Additionally, the Channel ID is 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 makes it easier to understand during notifications.

‍

→ Click Test. → Success

→ Click Save. This concludes the current step.

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 switch it with the toggle 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 managing tasks and schedules centrally with Airtable, you can further expand its utility by integrating 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 helps streamline 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. You can register without worrying about edit 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 in Airtable, using this feature can further streamline your operations.

Summary

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

We hope this flow will help improve your team's way of working. The intuitive operation allows you to proceed with the setup easily, even without programming knowledge. Please start the setup from the banner below.

See you again soon!