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10 APITable x Zapier Templates To Help Your Team Work Smarter

Spend too much time on repetitive tasks? Or struggling to efficiently deal with multiple software services and associated data?

Automate repetitive tasks and save time with Zapier‘s APITable integration. Connect to over 5000 apps without any code and focus on important tasks. 

Here, boost your productivity with these 10 Zapier templates for APITable:

  • Add new APITable records to another datasheet
  • Add new MailChimp subscribers to APITable
  • Send emails in Gmail when new records are created in APITable
  • Create Google Calendar events from new APITable records
  • Send messages to Discord for new APITable records
  • Send Slack channel messages for new APITable form submissions
  • Add new customers in Stripe to APITable
  • Add new Salesforce records to APITable
  • Create APITable records for new WordPress posts
  • Send channel messages in Microsoft Teams for new APITable form submissions
10 APITable x Zapier Templates To Help Your Team Work Smarter

If you’re not familiar enough with Zapier to know what it can do in combination with APITable, you can jump ahead by clicking on the section names below:

  1. What is Zapier?
  2. What can Zapier + APITable do?
  3. How to connect Zapier with APITable?

Zapier + APITable Templates

1. APITable x APITable

If you are managing two APITable datasheets with linked data, you don’t have to copy and paste the transport manually, you can use Zapier to link the two datasheets together. When there is a new record in one of your APITable datasheets, this integration will add it to another datasheet automatically.

Try the APITable x APITable zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

2. APITable x MailChimp

If you are using MailChimp for email marketing, you can use Zapier to automatically add your subscriber information to APITable for management. You can store and manage your subscriber details without manual data entry.

Try the APITable x MailChimp zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

3. APITable x Gmail

If you are using APITable for work management and want to notify relevant parties when a new task is created in the demand form, you can use Zapier to automatically send a custom Gmail email to them when a new record is created in APITable.

Try the APITable x Gmail zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

4. APITable x Google Calendar

When you set the start time for your task in APITable, you can use Zapier to automatically create a corresponding new schedule in Google Calendar for comprehensive time management.

Try the APITable x Google Calendar zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

5. APITable x Discord

If you want to keep your team updated on data updates in real time, you can use Zapier to send a message to your Discord channel when a new record is created in APITable. This allows you to collaborate more effectively and stay on top of important changes in data. For example, you can use this workflow to notify your team of information about new customer orders and coordinate your execution or customer service work.

Try the APITable x Discord Zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

6. APITable x Slack

When there is a new form submission in APITable, Zapier can automatically send a notification message to your selected Slack channel. This allows you to easily notify your team without any manual operations. This Zap has high utilization for notification scenarios such as business processing and work order dispatch.

Try the APITable x Slack Zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

7. APITable x Stripe

If you are using Stripe’s online payment service, you can track and manage your customer data in APITable through Zapier without stopping manual updates. Set up this Zap, and a record will be automatically created in APITable whenever there is a new customer in Stripe.

Try the APITable x Stripe zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

8. APITable x Salesforce

If you use Salesforce to manage your sales pipeline, you can use Zapier to add new opportunities to APITable automatically. This allows you to combine your Salesforce data with other sources, such as customer feedback or website analytics, to get a more comprehensive view of your sales performance.

Try the APITable x Salesforce zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

9. APITable x WordPress

If you are using WordPress to run a blog or website, you can use Zapier to automatically create a new record in APITable when a new post is published. This allows you to track all content in one place and analyze it more effectively.

Try the APITable x WordPress zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

10. APITable x Microsoft Teams

When there is a new form submission in APITable, Zapier can automatically send a notification message to your selected Microsoft Teams channel. This allows you to easily notify your team without any manual operations.

Try the APITable x Microsoft Teams zap by clicking here.

10 APITable x Zapier Templates To Help Your Team Work Smarter

Learn More About Zapier

What is Zapier?

Zapier is a well-known third-party integration platform in the automation field that allows you to build custom workflows. Without code, Zapier can connect APITable to over 5000 applications and services, including MailChimp, Google Sheets, Calendly, Slack, and more, to handle automatic data transmission between them, automate work, and free you from manual and repetitive tasks.

The automated workflow you build in Zapier is called a “Zap.” Each zap contains a trigger step and one or more action steps. When you publish a zap, it runs the action steps each time a trigger event occurs. For example, when you create a new record in APITable (trigger step), Google Calendar can automatically create a corresponding schedule (action step).

What can Zapier + APITable do?

APITable is a simple yet powerful work management OS and a visual database that offers flexible and diverse ways to manage data and tasks. After connecting it to other applications and services through Zapier, APITable can better collect and manage data information, create items, tasks, data, etc., and build automated workflows with other applications and services to make work management easier. For example, sync Mailchimp’s subscriber list in APITable, automatically send emails or Discord messages after creating a new record in APITable, and more.

10 APITable x Zapier Templates To Help Your Team Work Smarter

The method of implementation is just thinking about the application scenarios of various applications and APITable, and spending a few minutes creating a zap.

How to connect Zapier with APITable?

In this section, we will show you the specific steps to connect Zapier with APITable through a simple example.

Before that, please make sure that you have an APITable account and a Zapier account.

A Zap contains at least one trigger and one action, and APITable can act as both a trigger and an action. In the following example, APITable will act as both the trigger and the action, and it can automatically add corresponding data to another table when a new record is added to a table in APITable.

10 APITable x Zapier Templates To Help Your Team Work Smarter

This is a common scenario we often encounter in our work, such as when a new requirement is added to the development requirements pool, which leads to new design requirements that need to be added to the design department’s requirements pool, and you need to enter the relevant information in the design requirements pool again. With this Zap, you can avoid duplicate data entry, improve data correlation and synchronization, and solve automation problems.

Step 1: Create a Trigger

Create a new Zap in the Zapier backend, select APITable as the application in the trigger, and then select the event you want from the list.

Currently, APITable supports the following operations as triggers:

  • Triggers when a form is submitted and received, the zap will start running.
  • Triggers when a new record is created in the datasheet, the zap will start running.

Then bind your APITable account by obtaining the API token from your APITable account. You can refer to this article for how to obtain it.

You can then begin to set up your trigger operation by selecting the specific table, view, and corresponding fields. The article has already introduced the methods for obtaining the Table ID and View ID.

After a successful test run, you can proceed to the next step.

Step 2: Set Up Your Action

Select APITable as the application in the action, and then select the event you want from the list.

Currently, APITable supports the following operations as actions:

  • Create a new record
  • Update a record
  • Find a record

Still, bind your APITable account and set up specific actions, such as selecting where to update data in a new table and view, and which data fields in Table A correspond to which data fields in Table B.

After filling in the information, test run it, save it if successful, and open the Zap. Now, when you update a record in Table A, a corresponding new record will be automatically generated in Table B, making it simple and automated.

We have already set up the Zap template for you. Click here to experience it.

If you’re eager to try using Zapier + APITable to create your own automation workflows, take action now.

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Upgrade Your Workflow with APITable’s Latest Feature Releases: ChatGPT, Cascader, Zapier etc.

With the trend of ChatGPT’s popularity, have you incorporated AI or ChatGPT assistance into your work management? As the number of software tools for work increases, have you considered building an automated workflow to connect them and save a lot of meaningless time?

As a simple and powerful work management OS, the APITable Cloud Edition has significant enhancements to AI (ChatGPT-related) and automation in its latest update, and some surprises related to work efficiency are waiting for you to discover.

In summary, the key updates in the APITable Cloud Edition this time include:

You can learn more about this product update and more information in the detailed introduction below.

GPT Content Creator from ChatGPT

APITable widget center has added the “GPT Content Creator”, which is a new attempt by APITable to access AI capabilities. The widget can help you create content effectively by generating structured prompts through smart formulas and then utilizing the results from AI conversations of the GPT-3.5-turbo model.

For example, it can intelligently output promotional copy for different social media based on the characteristics of different products.

apitable work management integrate with ChatGPT
List the elements in the question
apitable work management integrate with ChatGPT
Using formulas to organize questions
apitable work management integrate with ChatGPT
Ask ChatGPT questions and output copy

We have already open-sourced this ChatGPT-related widget on GitHub, and we hope that capable developers can develop more ChatGPT-related widgets by referring to it.

APITable already supports self-built widgets. You are welcome to read our technical documentation for more information or quickly experience the complete development process through our widget template.

Zapier integration

APITable now supports Zapier integration. You can connect your commonly used SaaS applications with APITable to simplify your workflow and automate your data management more easily.

Over 5,000 applications and services can be connected to APITable through Zapier to automatically transmit data without code, achieve work automation, and free you from manual and repetitive work tasks.

If you are not sure how to use Zapier to build APITable-related workflows, we have prepared 10 templates for you to use directly, such as:

  • Add new MailChimp subscribers to APITable
  • Send emails in Gmail when new records are created in APITable
  • Create Google Calendar events from new APITable records
  • Send messages to Discord/Slack for new APITable records
  • Add new customers in Stripe to APITable
  • Add new Salesforce records to APITable
  • Create APITable records for new WordPress posts
Zap: Add new MailChimp subscribers to APITable

For more templates, please visit APITable’s homepage on Zapier.

New robot action: Send mails

APITable robot has added the action “Send mails“. In marketing and work communication, email is a very important means of communication, and now you can use the robot in APITable to achieve automated email sending.

For example, when a new sales lead is added in APITable, an email can be automatically sent to notify relevant personnel of the latest work information.

New robot action: Send message to Slack

APITable robot has added a new action “Send message to Slack”. Many companies and teams use Slack for instant work communication, and with the help of the robot, your team members can be promptly notified on Slack when there is a change in data in APITable.

For example, when the task status of a project in APITable changes, a message can be automatically sent to a Slack channel, notifying the next responsible person and completing a workflow. For detailed usage, please refer to the relevant help documentation.

Please refer to the relevant help documentation For detailed usage.

New field type “Cascader”

APITable has added a new field type “Cascader” which can help you input data more quickly and accurately.

You need to use a configuration table to configure the hierarchical relationship, such as “Province-City-District” or “Company Organizational Hierarchy”, and using Cascader, when you select an option, its sub-level options will be automatically updated, greatly improving input efficiency and accuracy.

Script Widget

The APITable widget center has added the “script” widget. It supports online programming and data interaction with datasheets through built-in script APIs. With this capability, you can extend various code logic according to business requirements and implement a series of operations such as customized data extraction, cleaning, sorting, and conversion.

If you are not sure how to use this widget, we have provided 5 code samples to demonstrate its power:

  • Find and replace
  • Data matcher: verify data in the table according to custom rules, such as validating email addresses, finding ID numbers or mobile phone numbers that meet the rules
  • Link records with duplicate values
  • Extract URL from attachment
  • Generate latitude and longitude from IP address
Find and replace

In addition, you can also quickly call any API, supporting various methods such as GET and POST, enabling you to achieve more automation and efficiency in data processing and business process optimization.

Enterprise Plan can be subscribed online

APITable supports self-service subscription upgrade for the Enterprise plan. If you have a higher demand for functional usage, seats, or other value-added services, you are welcome to complete the subscription upgrade in “upgrade” from the space section.

apitable work management integrate with ChatGPT

In addition, after this update, new registered users of APITable can get a 14-day free Pro Trial Plan. You are welcome to experience and make your consumption decision after comparison.

Join the Community

Welcome to read our product changelog and developer documentation for more details about this update.

Join our Discord community to discuss more topics about this update.

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APITable’s Thrilling Upgrades: ChatGPT, Zapier, and etc.

What kind of potential unfolds when ChatGPT, Zapier, and robots merge into your everyday work management?

APITable Cloud Edition, an incredibly simple and powerful work management tool, has officially launched over a month. The product has provided efficient business solutions for companies and users, focusing more on its own strategic development.

As the open-source APITable Community Edition welcomes an important update, APITable Cloud Edition is also about to usher in a wave of updates, which will be launched one after another in the next two weeks, boosting your office collaboration experience.

apitable work management integrate with ChatGPT

Among them are updates such as ChatGPT and Zapier integration that further integrates into the overseas ecosystem, and innovative ideas such as AI integration, a multi-dimensional table product you have never experienced before. Stay tuned.

Next, let’s take a look at the specific highlights of the upcoming features:

  • AI Content Creator (powered by ChatGPT)
  • Zapier integration
  • Script widget
  • APITable robot action added: send messages to Slack
  • Support for data filtering in widgets
  • Support for multi-level linkage
  • UI updates

AI Content Creator from ChatGPT

What scenarios and possibilities does ChatGPT (OpenAI’s large-scale language-generation model) have in multi-dimensional tables? The AI Content Creator widget that APITable is about to launch is our innovative attempt. How to apply it? Stay tuned.

At the same time, APITable will support self-built widgets. You can customize your own widgets based on your business needs to improve work efficiency.

APITable x chatGPT

Zapier integration

APITable will integrate with Zapier, allowing you to connect with more than 5,000 software services, such as Slack, Google Docs, Gmail, etc., to create rich workflows and expand the usage scenarios and boundaries of APITable.

APITable x zapier

Script widget

The Script widget will be launched soon, supporting online programming and interacting with data through built-in script APIs and tables. With this ability, you can extend the logic of various codes to achieve customized data extraction, cleaning, sorting, conversion, and a series of operations based on business needs. For example, you can complete a widget that supports specified field search and replacement with less than 30 lines of code.

Test environment, the actual effect is subject to the official launch
Test environment, the actual effect is subject to the official launch

APITable robot action added: send messages to Slack

The APITable robot function has been upgraded, and action has added the ability to send messages to Slack, increasing connectivity and automation.

APITable robot action

Support for data filtering in widgets

Previously, dashboards, pivot tables, funnel charts, and chart widgets could not freely display data at different dimensions. The new feature supports data filtering in these widgets, visually displaying more accurate results.

Support for multi-level linkage

APITable will support multi-level linkage, where you can create fields named ‘Cascader’ and select content to fill in based on hierarchical relationships, making logical relationships clearer, such as province-city-district.

Support for multi-level linkage

UI updates

The UI of APITable will also be updated, with the most obvious optimization being the “Quick Search.”

We will launch a new search popup that increases the visible area of search results. At the same time, we have added a search result classification function, which can classify by file type, helping you locate your target more quickly.

APITable UI for work management with ChatGPT

What’s next?

The above-mentioned highlight functions will be launched one after another in the next two weeks. We will introduce some important functions for work management separately.

If you want to know about APITable’s future function planning, you can visit our product roadmap. We have seamlessly embedded and made public the product roadmap built on APITable through our highlight feature “Embed” on the official website.

Currently planned until the first half of 2023, you are welcome to learn about it.

APITable Roadmap work management

If you have any questions or suggestions about APITable, please contact us on Github / Discord / Twitter, or go to www.apitable.com for more information.

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APITable Open-Source Community Edition: Team collaboration capabilities are fully unlocked

A new version of APITable Open-Source Community Edition has been released. Team collaboration capabilities are unlocked.

Last month we hastily released the open-source APITable Community Edition, and the market response has far exceeded our expectations, with nearly 8000 stars on GitHub so far. At the same time, many community users have given us similar feedback, that is, the APITable Community Edition can’t collaborate with their partners, and they can’t really enjoy the coolness and performance improvement of the multi-person real-time collaborative visual database.

Therefore, this release focuses on addressing the basic capabilities related to multi-person collaboration, including but not limited to:

  • Support registration by email
  • Support to change password
  • Support reset password
  • Support to invite others to join the Space by email
  • Support inviting others to join the Space by invitation link

Let’s take a look at the updates that have received the most attention from developers.

Support registration by email

You can now use email to register and log in to APITable, further improving the account system.

apitable open-source

Support to change password

In “Settings,” you can receive a verification code via the registered email and change the password you previously set.

apitable open-source

Support reset password

If you forget your password, you can receive a verification code via the registered email, reset your password, and log in.

apitable open-source

Support to invite others to join the Space by email

You can now invite others to collaborate with you in your workspace in multiple ways. One way is to add the other person’s email address and send an invitation email.

apitable open-source

After the recipient clicks the link in the email, they can enter your workspace and collaborate synchronously.

apitable

Support inviting others to join the Space by invitation link

You can also generate a public link and send it to your colleagues. Clicking on the link takes them to the page to join your workspace.

 public link

Version release details

The most eye-catching feature in this version update is undoubtedly the points mentioned above. But our development team has done a lot of work, including but not limited to feature updates and enhancements, bug fixes, etc. Click to view the version release details.

What’s next for APITable: APITable Roadmap

Many of you are very interested in knowing the future feature plan of the APITable Open-Source Community Edition and Cloud Edition, so we have seamlessly embedded and made public the product roadmap built on APITable through our highlight feature “Embed” on the official website.

Currently planned until the first half of 2023, you are welcome to learn about.

apitable roadmap

The specific location of the product roadmap is at the bottom of the APITable.com official website. Please feel free to pay attention:

If you have any questions or suggestions about APITable, please contact us on Github / Discord / Twitter, or go to www.apitable.com for more information.

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How to migrate data from Airtable to APITable in one click

It is very important to choose the right software tools because once you begin to use them, it is almost impossible to switch to another tool, regardless of how much education the team members receive.Data migrate is a scary thing.

However, you don’t have to worry about data migration when you consider switching from Airtable to APITable. Not only because the interface and usage habits are similar, but also because APITable offers a seamless migration experience for users who transfer their data from Airtable to APITable.

With just one click, you can effortlessly move all of your information from Airtable to APITable, saving you time and ensuring a smooth transition. This unique feature eliminates the need for manual data entry and reduces the risk of errors, making it easy for you to switch to APITable and take advantage of its advanced features.

Here, we will outline the general workflow and the steps that should be taken to ensure this process runs smoothly.

What you need

  • An APITable account
  • Widget in APITable: Import Data from Airtable
  • An Airtable account

Step-by-step guide

1. Install the widget

Log in to your APITable account,open widget center and click the widget 「Import Data from Airtable」.

migrate data from Airtable

2. Open the widget

Open the widget, You will find that you need to fill in the API key, base ID, table ID and view ID (optional) of your Airtable account. As a next step, we will do the following.

widget

3. Get Airtable Credentials

Retrieve API Key

You can look through Airtable’s official documentation or click to this website Airtable Account to directly get it.

Retrieve base ID , Table ID and View ID

Base ID, Table ID and View ID (optional) can usually be obtained from the Airtable link.

4. Run the widget

After filling in the corresponding parameters, run the widget to migrate data easily.

Common problems

In the process of data migration, you may encounter the following common problems:

1. Authentication failed

If you receive the following error messages while running the widget:

  • unauthorized, invalid authentication token
  • authentication_required

It means that you provide invalid API key. The solution is to check if the API key used is the same as the API key provided on the Airtable Account page.

2. Permission issues

If you receive the following error messages while running the widget:

  • invalid_permissions
  • Invalid_permissions (field or table operation limits)

It means that you don’t have related permission to import data. The solution is to check if your account is configured with all permissions needed to import the table.

3. Data souce problems

If you receive the following error messages while running the widget:

  • NOT FOUND
  • BASE NOT FOUND
  • MODEL ID NOT FOUND
  • TABLE NOT FOUND:Could not find table tblxxxxxxxx in application appxxxxxxxx
  • VIEW NAME NOT FOUND

It means that corresponding base, table or view are not found. The solution is to check if the base ID, view ID, table ID used are correct.

4. Field types supported for importing

Not all field types are supported for migration.

There are only slight differences between most of the field types in APITable and Airtable. Before importing the data, you have the option of changing the field type. These fields can be modified in Airtable and imported into APITable as text or number.

In APITAble, the following Airtable field types will not be imported:

In contrast, the following Airtable field types will be imported:

  • Attachment
  • Single line text
  • Long text
  • Multiple select
  • Number
  • Rating.Default rating symbol is star.
  • Checkbox
  • Date.Default format is ‘YYYY/MM/DD’
  • URL
  • Currency
  • Percent, with retained 2 decimal places.
  • Phone number
  • Email
  • Single select

Bottom Line

The one-click migration from Airtable to APITable offers a fast, easy, and reliable way to transfer your data, so you can get up and running on APITable in no time.

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