![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Airtable-with-Process-Street-01.png\")
<\/p>\n<\/p>\n
Airtable<\/a> is a flexible and powerful database management tool that allows teams to organize, track, and collaborate on data in real-time. With its intuitive interface and customizable fields, Airtable can be used for a variety of use cases, from employee hiring to project management and inventory tracking. You can integrate Airtable with Process Street<\/a>\u00a0to make your workflows<\/a> super powerful and automate your work via Webhooks<\/a>\u00a0or Zapier<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n A Webhook integration can bring information from Airtable that would trigger a new workflow run<\/a> in your Process Street account.\u00a0Webhooks are\u00a0automated messages or payloads sent from apps as a trigger to cause an action in a receiving app.<\/em><\/p>\n In this example, we will create a Webhook that runs the Call Center Employee Onboarding<\/strong> workflow when a candidate is Hired<\/strong> for an open position in Airtable.<\/p>\n Now, let\u2019s jump into the integration.<\/p>\n First, create a Workflow<\/a>\u00a0in Process Street and ensure to add form fields<\/a> that are the same as the data fields in Airtable. This will help you to map the information from Airtable to Process Street.<\/p>\n Their information is stored in Airtable while creating a new candidate for an open position. So, we need to create form fields in our workflow to push that information through to Process Street. These form fields should include the candidate’s name (short text field), email address (email field), phone number (number field), and so on.<\/p>\n This will mean that whoever is onboarding the candidate won’t have to look up their information in Airtable, but can instead see everything in Process Street.<\/p>\n Log into your Airtable account or create a new account<\/a>. Then navigate to your Main Workspace to create a new base.<\/p>\n For our example, we have created an Employee Hiring base. If you have an existing base that you would like to work with, you can select that base to create your webhook.<\/p>\n If you’re creating a new base, you can add a few employee details by clicking on + Add record<\/strong> as shown below.<\/p>\n To get the webhook URL from Process Street, when you\u2019re editing your workflow, click “Triggers”<\/strong> above your task list on the left or click the + icon<\/strong> next to your existing triggers as shown below.<\/p>\n Here, you can look for Airtable<\/strong>\u00a0as a Trigger to Run this workflow.<\/p>\n You can name your webhook as the app name or any phrase that helps you identify the Trigger. Then copy the webhook URL as you will need it later.<\/p>\n To create a webhook in Airtable, you need to add an automation. Navigate to the Automations tab in the top left corner of your screen. Then click + Add trigger<\/strong> and select your trigger. For our example, we have selected When record updated<\/strong>.<\/p>\n Configure the trigger by selecting the Table, View, and Field that would trigger the webhook. We have selected Status<\/strong> as the field so the automation will trigger when the status of any record changes to Hired<\/strong>.<\/p>\n Set up the action by clicking + Add advanced logic<\/strong> or action and select Run script<\/strong>.<\/p>\n To set up the webhook, you need to enter a custom code with the webhook URL from Process Street. Then test your script as shown below.<\/p>\n We have entered the following code. You can use the same but remember the URL to your URL that you had copied earlier.<\/p>\n const inputData = input.config(); Now go back to Process Street and test your trigger. Once it returns successful, turn on<\/strong> the automation in Airtable.<\/p>\n If it doesn\u2019t, you might want to go back to your base and move a candidate to the Hired stage.<\/p>\n You can now map your form fields from Airtable to Process Street.<\/p>\n Lastly, turn your webhook\u00a0On<\/strong>\u00a0and\u00a0Save<\/strong>\u00a0it. Then\u00a0Publish<\/strong>\u00a0your workflow and you\u2019re all set!<\/p>\n As an extra step, you can go to Airtable, move a candidate to Hired then come back to Process Street in the Reports Dashboard to confirm a new workflow is run by the webhook.<\/p>\n Zapier<\/a> is an integration platform that connects over 2000 different apps. An action in any of the supported apps (like forwarding an email or adding an attachment to a task) can trigger another app\u2019s features automatically. Zapier integrates with both Airtable and Process Street. The whole “recipe” sequence (“if X happens, do Y”) is known as a Zap.<\/p>\n For this example, we’re going to set up a trigger for each time a new task is checked in a Process Street workflow run, and an action to create a new Airtable record.<\/p>\n Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n Let\u2019s get this set up!<\/p>\n You can either create your own workflow<\/a> and edit<\/a> it to include custom form fields<\/a> for whatever purpose you need, or you can use one of our many pre-made workflow templates.<\/p>\n For this example, we’ll be using the client onboarding workflow for a marketing agency<\/a>.<\/p>\n Here it is embedded below:<\/p>\nConnect Airtable with Process Street via Webhook<\/h2>\n
Process overview:<\/h3>\n
\n
1. Preparations in Process Street<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/workable-workflow.png\")
<\/p>\n2. Preparations in Airtable<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/airtable-create-base.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/2-airtable-create-record.png\")
<\/p>\n3. Create a Webhook trigger to run your workflow in Process Street<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/airtable-webhook.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/3-airtable-name-webhook.png\")
<\/p>\n4. Set up the Webhook Trigger in Airtable<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/4-airtable-add-automation.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/5-airtable-automation-set-up.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/7-airtable-run-script.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/8-airtable-webhook-code1.png\")
<\/p>\n
\nconst url = ‘https:\/\/public-api.process.st\/incoming-webhooks\/enqueue\/gL3bBrgNq9NNnI8g5KVEaQ<\/strong>‘;
\nconst response = await fetch(url, {
\nmethod: ‘POST’,
\nbody: JSON.stringify(inputData)
\n});
\nconsole.log(response.status)<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/9-airtable-automation-on.png\")
<\/p>\n5. Finish the setup in Process Street<\/h3>\n
Connecting Process Street with Airtable via Zapier<\/h2>\n
Use case:<\/h3>\n
\n
Process overview:<\/h3>\n
\n
1. Preparing a Process Street workflow run<\/h3>\n