Add a record to Smartsheet when a record is added to Airtable

■Overview

Airtable and Smartsheet are both useful tools for project management and databases, but manually entering the same information into both can be time-consuming.
This workflow automatically adds new Airtable records to Smartsheet, eliminating the effort of manual data entry and reducing transcription errors. Streamline data sharing between Smartsheet and Airtable to keep your daily operations running smoothly.

■Who This Template Is For

• Teams using both Airtable and Smartsheet who struggle with manually syncing data
• Those who want to automate data sharing between Smartsheet and Airtable to prevent input errors and delays in information sharing

• Those who want to break free from repetitive data entry across multiple tools and focus on more important tasks

■Benefits of This Template

• When a record is added to Airtable, the information is automatically added to Smartsheet, reducing the time previously spent on manual data transfers.
• Prevent human errors such as incorrect data entry and missed registrations, helping you maintain accurate data between Smartsheet and Airtable at all times.

■Flowbot Steps

1. First, connect Airtable and Smartsheet to Yoom.
2. Next, select Airtable as the trigger and configure the “When a record is added” action.
3. Finally, configure Smartsheet’s “Add a row” action as the operation, and map the Airtable record information retrieved by the trigger.

※“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• In the Airtable trigger settings, specify the base and table that should initiate the flow.
• When adding a row in Smartsheet, specify the sheet where the information should be added, and choose which information retrieved from Airtable should be added to each column.

■Notes‍

• Connect both Smartsheet and Airtable to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• For details on how to retrieve Airtable outputs, see this guide.