Docusign airtable zapier update#

From there I was able to create a view to filter the records that had not been updated within the last week so it would be easy to send a follow-up email to those employees in a few days.Īnd that’s it! I thought this was a fun and tricky first project to help me learn my way around apps and automations within Airtable. Instead I ended up using the “link to another record” option to link my Contact Info table to my Submissions table and added a look-up column for the time stamp (which I renamed “last updated”).

Docusign airtable zapier update#

However, because this is a computed value, I wasn’t able to add it to the automation to update in the record. I decided to add a time stamp to the form so we could see when it was submitted, thinking I could add this as another field to update automatically in my Contact Info table and replace the timestamp from the last time they submitted. Step 4: After excitedly demonstrating my project to my dad, he pointed out that we need an easy way to tell who submitted the form and who ignored the email. Update the matching record in “Contact Info” on all of the fields within the Contact info form.Find a record in table “Contact Info” where “Company Email” contains “Company Email” from Form Submissions.When a new record is created in the table “Form Submissions”.Step 3: To have the form submission update the existing record, I set up the following automation: I chose to have the form pre-filled for two reasons: 1) if an employee’s information has not changed, it will be easier to review their current information and submit vs having to re-type all of the same information and 2) I’ll be using their company email (the one data point that will not change and is unique to each employee) to link the new record to their existing record and I want to eliminate the possibility of typos interfering with this automation. Step 2: I created a form for the contact info in a separate table (I used the exact same column headings and titled this table “Form Submissions”) and used the app SendGrid to create an email template that would pull data from the base and send a unique email to all employees with a pre-filled form. This google sheet had a lot of information (about 50 different columns) so I created a view that would hide everything aside from the contact information that I am wanting to keep updated (name, personal email, company email, address, phone number) Step 1: I imported data straight from google sheets into Airtable to create my Employee Info base. Right now, this is being done by HR reaching out to employees individually to see if their info has changed and then manually updating in google sheets.Ĭurrent Project: Import current employee info into new Airtable base and set up a form to be emailed quarterly to all employees which will allow them to change any information and update their record automatically once this form has been submitted.

One of these tasks is keeping employees’ contact info updated regularly. Some background on the project: My dad’s company is built almost entirely out of google drive and he is wanting to start transitioning over to Airtable to automate some processes that are currently being done tediously by his HR team. Hi! I am brand new to Airtable (and admittedly, brand new to the tech world in general), so I wanted to share my first project and get some feedback/suggestions.