How to integrate TimeRex with Airtable to automatically add customer information when scheduling an appointment

Step 2: Setting Up a Trigger to Activate When a Webhook from TimeRex is Received

First, click on "When a Webhook is Received" to start setting it up.

Title: Can be changed. (It's okay as is.)
Account Information for TimeRex Integration: Ensure the account you want to integrate is selected.
Trigger Action: Be sure to select "When a Webhook is Received."

After setting, click "Next."

In the TimeRex management screen, set up the Webhook URL.
※ For detailed setup instructions, refer to the annotations on the screen above.

Once the setup is complete, register a test schedule in TimeRex.

When you conduct the test, the output of the schedule you registered earlier will be displayed on the screen above. Once confirmed, click "Save."

Step 3: Command Operation for Branching

Next, select "Command Operation" and set it up.

This page is already set up.
※ It is set to branch when the Webhook type is "event_confirmed."
Confirm the setup as shown in the image above and click "Save."

Step 4: Creating a Record in Airtable

Finally, click "Create Record" and set it up.

Title: Can be changed. (It's okay as is.)
Account Information for Integration with Airtable(OAuth): Ensure the account you want to integrate is selected.
Action: Be sure to select "Create Record."

After setting, click "Next."

Enter the Base ID and Table ID or Name by referring to the annotations outside the frame.

Set the field information for the information you want to retrieve.

For example, if you want to retrieve "Company Name," set it as shown in the image above.
Field Name: Company Name
Value: Click inside the frame and click "Company Name" in the "When a Webhook is Received" tab. If it says {{Company Name}}, it's okay!

With this setup, you can automatically add the registered company name to an Airtable record when a Webhook from TimeRex is received.

If you want to add more information, click "+ Add Field Information."

Set it up as before.

Once the setup is complete, run the test and click "Save."

Step 5: Turn ON the Trigger

Once all settings are complete, the screen above will be displayed.
Turn "Trigger ON."

With this, the flow "Add Customer Information to Airtable When a Schedule is Registered in TimeRex" is complete.

Introduction to Other Automation Examples Using TimeRex

1. This is a flow where a new event added to TimeRex automatically creates a schedule in Google Calendar.
By utilizing this flow, you can automatically add TimeRex schedules to Google Calendar, which is expected to reduce manual work and prevent human errors.

2. This flow automatically registers a new meeting in Zoom when there is a reservation registered in TimeRex.
By utilizing this flow, you can automatically create meetings in Zoom, which may reduce the possibility of omissions or mistakes in creating meetings.
Additionally, it eliminates the need for manual work, leading to improved operational efficiency.

3.  This is a flow that automatically adds a schedule registered in TimeRex to a Google Spreadsheet.
By utilizing this flow, you can automate the task of transferring data to Google Spreadsheet, which is expected to improve work efficiency.
Additionally, it has the potential to reduce human errors such as input mistakes and omissions.

Summary

In this article, we introduced how to integrate TimeRex with Airtable, allowing you to add customer information to Airtable whenever a schedule is registered in TimeRex. How did you find it?
By utilizing this flow, you can automate the transcription work, which is expected to improve operational efficiency.
Furthermore, centralized management of customer information becomes possible, which can enhance data accuracy.
At Yoom, integration with a wide variety of apps is possible, not just TimeRex and Airtable, allowing you to achieve automation tailored to your business needs.
Be sure to take advantage of Yoom to experience the efficiency improvements brought by automation.