Tag: Zapier

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

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.