How to search for records in Airtable

If you'd like to set up Airtable with your FlowEQ instance, please get in touch with us in your shared Slack channel (preferred) or at support@floweq.com.

Besides posting data into an Airtable, you can also use the Airtable Search Table Records to pull data out of Airtable.

For example, if your team stores a product inventory database in Airtable, you can use this steptype to look up a particular product in that database and return quantities of those products currently in stock.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using this field to explain to your team what data this steptype is pulling from Airtable and why.

Automatically complete step if only a single record is retrieved

If your Airtable query configured in this steptype only finds one record, you can check this box to automatically select that record and advance to the next step in your flow. That record will then populate any Airtable variables in subsequent steptypes. This feature is great for speeding things along once you're confident your query is running smoothly.

Manual Query

This Airtable steptype can construct an Airtable search query using FlowEQ's criteria logic feature. But you can activate this switch to bypass Criteria Logic and write your own Airtable query from scratch.

With Manual Query turned on, you will have the option of placing Placeholders into the query. These placeholders are text entry fields presented to your team in Sidekick to complete. This allows you to construct the majority of the query and your team to provide the unique strings actually to search with.

About Base IDs, Table IDs, and Field IDs in Airtable

When viewing a table in Airtable directly, the URL can be broken down into 3 parts. You will need the Base ID part to configure this Airtable steptype.

Base

Use this field to set the Base ID for the database to be searched.

Table

You can use this field to specify the Table's ID in Airtable you need to search.

Fields to Display in Sidekick

Here you can specify which fields from Airtable you'd like to display to your team in the Search Results in Sidekick. This is useful for presenting only the information they need to pick the right record rather than potentially overwhelming them with the entire Airtable record. 

Airtable Formula

Here you can see a representation of the Airtable search formula as it is being constructed by the Criteria Logic feature below.

Criteria Logic

With Criteria Logic, you can construct the logic arguments to search Airtable. This feature works similarly to how logic arguments work in Zendesk's automations and triggers. In the ALL or ANY conditions, you can click Add New Criteria to create new arguments by filling in the following fields.

• Field
  • Select the Airtable field you would like to search
• Condition
  • Select the condition you want to compare against the Airtable field.
• Value
  • Enter the value for the preceding field and condition fields to match. Here you can also use FlowEQ variables to pull in information from your CRM or other systems connected to FlowEQ.

Run Airtable Query

Click this button to test the Airtable query you have constructed. 

Note: This query will not work if CRM variables have been used in the query since Flow Builder is outside of your CRM, so there is no CRM field to pull this value from. For a successful test, we recommend replacing this variable with the actual value that would be rendered in its place.