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 flow using Google Sheets and Airtable with Yoom.
The flow 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.

Integrate Google Sheets as My App

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

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

When the "Log in to Yoom" screen appears, click "Next" and continue with "Yoom accessing Google account..."

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

Integrate Airtable (OAuth) as My App

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

Once the integration as My App 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 than the one linked this time may be set.

On the next page, set the trigger activation interval.

The trigger activation interval can be selected between 5 minutes and 60 minutes.
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 numbers, email addresses, phone numbers, etc.)
• Column to Detect Updates: A column to trigger the flow

The sheet 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". (Changed the scheduled date from the 22nd to the 27th.)
If the test is successful, the output can be obtained.

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

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 output.
Once everything is set, 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 output.

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 will also be 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 utilizing the APIs of Google Sheets and Airtable.
Both can be used with simple settings, so if you find something that interests you, 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.

Automation Example Using Google Sheets

Add Tasks or Projects to Google Sheets When Registered

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

Get Notified 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 can help reduce manual work and potentially prevent human errors such as typos in folder names or forgetting to create a folder.

Examples of Automation Using Airtable

Create contacts or tickets when a record is registered in Airtable

Since 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 the need to manually update data will be eliminated.
For example, when the sales team updates customer information in Google Sheets, that data is automatically reflected in Airtable, saving the effort of updating 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 may improve operational efficiency.</span>

Benefit 2: Reduce Human Error

One of the greatest 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 data duplication.
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 impact 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 duplication, potentially increasing the reliability of final decision-making.</span>
Additionally, employees no longer need to perform manual updates, which can help prevent decreased 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 smooth information sharing across the entire team.
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, enabling quicker 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 required for manual updates in Google Sheets and Airtable and increase work efficiency, consider using 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 time-consuming tasks and work more efficiently starting today!