Airtable – New Actions & Triggers in Workflows

You can now connect Airtable directly to your workflows — making it easy to create, update, and sync records without needing webhooks.

✅ What’s New

Triggers (from Airtable → Optiro AI):

• New Record – Fires when a new record is added to a table.

• Updated Record – Fires when an existing record is updated.

Actions (from Optiro AI → Airtable):

• Create Record – Add a new row in an Airtable table.

• Update Record – Modify fields of an existing record.

• Find Record – Search for a record by ID, email, or other criteria.

• Delete Record – Remove a record from Airtable.

🚀 Why This Matters

This gives agencies a native way to:

• Keep Airtable synced with Optiro AI leads, contacts, and campaigns.

• Automate project and client data updates without third-party tools.

💡 Example Use Cases

Internal Notifications

• A new record is created in Airtable → Optiro AI sends an internal email or Slack notification to the project manager.

Lead Syncing

• A Facebook Lead Ad is submitted → Optiro AI checks Airtable.

• If the lead exists → record is updated.

• If not → a new record is created.

AI Content Generation

• A new “Content Brief” record is added to Airtable.

• Optiro AI sends it to GPT for caption generation.

• A new ClickUp task is automatically created with the AI output.

🔌 How to Connect

1. In Workflows, search for “Airtable.”

2. Select a trigger or action → click Connect Now.

3. Log in with your Airtable API key or OAuth.

4. Or connect first via Settings → Integrations → Airtable.

⚠️ Notes & Details

• Polling Interval: Airtable triggers check for new/updated records every 5 minutes.

• Works with free Airtable accounts (though advanced Airtable features like larger limits and complex workspaces may require paid plans).

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