How to update record information in Airtable when a row is updated in Google Sheets

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How to Create a Workflow Integrating Google Sheets and Airtable

From here, we will set up a workflow using Google Sheets and Airtable with Yoom.
The workflow for this setup is "When a row is updated in Google Sheets, the record information in Airtable is also updated."

The general setup flow is as follows:

• Integrate Yoom with Google Sheets and Airtable as My Apps
• Copy the Template
• Detailed Flow Settings
• Turn on the Trigger

Even without programming knowledge, you can complete the setup, so let's proceed together.
First, let's start with the preparation for the setup.

Step 1: Integrate Google Sheets and Airtable as My Apps

First, let's integrate Yoom with the apps we will use this time.
After logging into Yoom, click "+ Add" from "My Apps" in the left menu.

When the app search window opens, search for each app.

Integrating Google Sheets as My App

After searching for Google Sheets, log in with your Google account.

After linking the account, you will be taken to the Google account selection screen, so select the account you want to link.

When the "Sign in to Yoom" screen appears, click "Continue".

Click "Continue" to finish my app integration.

This completes the integration of Yoom and Google Sheets.
If you are linking Yoom with a Google account for the first time, don't forget to grant permissions.

Integrating Airtable (OAuth) as My App

After searching for Airtable, select the base to link and click "Grant access."
This is all it takes to integrate as My Apps.

Once the integration as My Apps is complete, it will be displayed in the list.

This completes the preparation.
Click "Try it" from the banner below to copy the template and start the setup.

Step 2: Set Up App Trigger in Google Sheets

The initial setting is "When a row is added".
On the first page, the account information of the Google Sheets linked with My App is reflected.

If necessary, modify the title and check the account information before proceeding.
If you have linked multiple Google accounts, be careful as a different one from the one linked this time may be set.

On the next page, set the trigger interval.

The trigger interval can be selected between 5 and 60 minutes.
Please note that the trigger activation interval may not be selectable depending on the plan.

Spreadsheet ID and Sheet ID can be selected from the options.

Specify the table range and set the "Column with Unique Values" and "Column to Detect Updates" respectively.

• Column with Unique Values: A column with values that do not overlap with other rows (serial number, email address, phone number, etc.)
• Column to Detect Updates: A column to trigger the flow

The spreadsheet used this time is as follows, so please check it together.

Column A is set as the column with unique values (serial number), and the flow is triggered by updates in column F.

Once the settings are complete, update the specified column and click "Test". (The scheduled date was changed from the 22nd to the 30th.)
If the test is successful, the values can be retrieved.

As shown in the image above, the updated information was obtained as retrieved value.

Once confirmed, click "Save" to complete the trigger setup.

Step 3: Set Up Record Creation in Airtable

Next is "Create Record".
On the first page, as with Google Sheets, modify the title and check the account information before proceeding.

On the next page, set the information to be reflected in Airtable.

Base ID and Table ID can be obtained from the URL.

Select and set the Airtable field information and the content you want to input from the retrieved values.
Once all settings are complete, click "Test" to check if the information from Google Sheets is reflected in the specified table.

If the test is successful, the record ID can be obtained as retrieved value.

Once confirmed, click "Save" to complete all settings.
Finally, turn on the trigger to activate the flow.

Now, with updates in Google Sheets, the information in Airtable is also updated.

The flow set this time is as follows.

Other Automation Examples Using Google Sheets and Airtable

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Airtable.
Both can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Google Sheets and Airtable

‍There is also a flow bot that reflects records registered or updated in Airtable to Google Sheets.
With the automation flow, you should be able to maintain information consistency and prevent human errors.

Example of Automation Using Google Sheets

Add tasks and projects to Google Sheets when they are registered

By automating the addition of information to Google Sheets, you can reduce the effort required to create shared documents and improve work efficiency.

Receive a Notification When a Row is Updated in Google Sheets

By automatically sending notifications, you can quickly grasp update information, allowing you to proceed with your work while ensuring transparency of information.

Create a Folder When a Row is Added in Google Sheets

This may help reduce the effort of manual work and prevent human errors such as typos in folder names or forgetting to create them.

Examples of Automation Using Airtable

Create contacts or tickets when a record is registered in Airtable

Since the data is automatically reflected, it is possible to reduce the time spent on transcription work and prevent input errors.

Notify when information is registered in Airtable

By reducing the need for manual sharing tasks, you may be able to increase the time available to focus on other tasks.

Benefits of Integrating Google Sheets and Airtable

Benefit 1: Eliminate the Need for Manual Updates

By integrating Google Sheets and Airtable, it is expected that there will be no need to update data manually.
For example, when the sales team updates customer information in Google Sheets, the data is automatically reflected in Airtable, eliminating the need to update data in both tools and potentially reducing work time.
By eliminating manual tasks, you can increase the time available to focus on other tasks.

Additionally, smoother information updates enable quick decision-making, which can lead to faster progress in sales activities and project management.
<span class="mark-yellow">Ensuring data consistency can improve operational efficiency.</span>

Benefit 2: Reduce Human Error

One of the biggest benefits of integrating Google Sheets and Airtable is the significant reduction in the risk of human error.
When updating data manually, there is always the possibility of typos, omissions, or duplicate data.
By utilizing automated integration, you should be able to minimize these risks.

For example, if the sales team manages customer information in Google Sheets, incorrect data entry could affect projects or sales strategies. However, if Airtable and Google Sheets are integrated, information is consistently and accurately managed, and the same information is reflected in both tools.
<span class="mark-yellow">This eliminates the risk of missed updates or duplicates, potentially increasing the reliability of final decision-making.</span>
Moreover, employees no longer need to perform manual updates, which can help prevent a decrease in motivation and reduce workload.
Reducing the risk of human error can stabilize operations and improve overall team performance.

Benefit 3: Achieve Speedy Information Sharing

By integrating Google Sheets and Airtable, information updates are quickly reflected, allowing the entire team to share information smoothly.
For example, when the marketing team aggregates and updates campaign data in Google Sheets, and that data is automatically reflected in Airtable, the sales team and management can quickly grasp the information.

In this way, by eliminating manual data entry, the time lag in information updates is reduced, achieving smooth information sharing.
Furthermore, with manual updates, other members may not be able to access new information until the task is completed, but automation allows everyone to check the latest information as soon as the task is finished, speeding up decision-making.
<span class="mark-yellow">This integration improves the flow of information sharing, allowing everyone to act based on the latest data, potentially enhancing operational efficiency.</span>

Conclusion

To reduce the effort of manually updating Google Sheets and Airtable and increase work efficiency, be sure to utilize Yoom.
Even without programming knowledge, you can easily set up automation and smoothly update data.
This allows you to save time and effort, enabling you to focus on more important tasks.

By registering for Yoom for free and utilizing the integration, you can automate tedious tasks and make your work more efficient starting today!