How to create a record in Airtable

When your team has gathered information to put into Airtable, use the Airtable Create Record steptype to automatically pass details into the right table and database.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using this field to describe to your team what data is being sent into Airtable and why.

Create Record - Run Automatically

Check this box to immediately pass data into Airtable automatically as soon as your team reaches this step in the flow.

What are Base IDs and Table IDs?

When viewing a particular table in Airtable, the URL is composed of three parts. You will need the Base ID part to use the Airtable Create Record steptype.

Base ID

Enter the base ID where you want a new record to be created. If this ID is available in your CRM or another system connected to FlowEQ, use the ➕ button to pull that ID in as a variable.

• Hide Field in Sidekick?
  • Check this box to prevent your team from editing the Base ID in Sidekick before the record is created.
  • This checkbox is useful if this step in your flow only ever needs to create records in one particular Airtable database.

Table Name

Enter the Table Name where you want a new record to be created. This table name will need to match the name of the table exactly how it appears when viewed inside of Airtable.

• Hide Field in Sidekick?
  • Check this box to prevent your team from editing the Table ID in Sidekick before the record is created.
  • This checkbox is useful if your team will only need to create new records in one particular table at this step in your flow.

Field Name

Use this field to specify a field you want to populate in the newly created Airtable record. The field name must exactly match how that field appears inside of Airtable.

Default Value

Use this field to enter a value to be written into the specified field. You can type whatever you want here as long as the field in Airtable can accept it. Use a variable from the ➕ button to pull in data from your CRM or other systems connected to FlowEQ.

Add Field

Click this button to add additional fields and their values for the newly created Airtable record.