Add a record to Smartsheet when a record matching specific conditions is added to Airtable

■Overview

When using Airtable and Smartsheet together, are you spending time manually entering the same information twice or transferring data between the two tools? Manual updates can also lead to missed changes and data entry errors, compromising data accuracy. This workflow automates the integration between Smartsheet and Airtable. When a record that meets specific conditions is added to Airtable, a row is automatically added to Smartsheet, helping you eliminate these challenges and streamline your operations.

■Who should use this template

• Anyone managing projects or tasks with both Airtable and Smartsheet
• Anyone looking to eliminate manual data transfers between Smartsheet and Airtable

• Anyone looking to automate data synchronization between the two tools and keep information up to date in real time

■Benefits of using this template

• When a record is added to Airtable, matching information is automatically added to Smartsheet, reducing the time spent on manual data entry
• By eliminating manual data transfers, you can prevent human errors such as data entry mistakes and missed updates while keeping data consistent between Smartsheet and Airtable

■Workflow

1. First, connect Airtable and Smartsheet to Yoom
2. Next, select Airtable as the trigger, set the action to “When a record is added,” and specify the target table
3. Then, configure the branching feature in the operation and specify the conditions for records to be added to Smartsheet, such as specific field values in Airtable
4. Finally, configure Smartsheet’s “Add a row” action in the operation and specify which columns should contain the information retrieved from Airtable

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

■Customization options

• When configuring the branching feature, set the conditions for which Airtable fields and values should trigger the subsequent process
• For the action that adds a row to Smartsheet, specify which information retrieved from Airtable should be added to which columns in which sheet

■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.
• The branching feature is available as an operation on the Mini plan and above. On the Free plan, operations configured in your workflow will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
• For information on how to retrieve Airtable outputs, see this guide.