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Airtable and Moxo

Moxo’s automation enhances project tracking by creating and updating records in Airtable with critical details from your workspaces. Data is drawn from your Flows Workspaces and completed Actions and automatically organized in the appropriate bases and tables in Airtable. By eliminating manual data entry and keeping records updated in real-time, teams stay aligned and efficient across platforms and projects.

 

Adding an Airtable Automation to a Flow Template or Instant Flow

  1. In the Flow Builder, locate the desired step where the automation should be inserted.
  2. Drag and drop Automation from the left-hand panel under Control, or click the '+' button between steps and select Automation.



 

Adding an Airtable Automation to a Live Flow

  1. Navigate to the desired Flow Workspace.
  2. Click the '...' ellipsis icon.


     
  3. Select + Add New Action from the dropdown menu.
  4. Scroll down to choose Automation under Control.


     
  5. Locate the step where automation is required and click + Add Here.

 

Configuring the Airtable Automation

 

Step 1: Set Up App and Event

  1. Select Airtable as the application.


     
  2. Choose one of the following events:
    • Create Record
    • Update Record
  3. Click Next.

 

Step 2: Account Setup

  1. Click Choose to select an Airtable account that you've already connected to Moxo.


     
  2. If no account is linked, click + Connect a New Account to authenticate a new Airtable account.
  3. Once connected, click Next to proceed.

 

Step 3: Add Input Details

Depending on the selected event, fill in the required fields. Leverage DDR (Dynamic Data Reference) wherever applicable by clicking the '{.}' autofill icon to pull data from prior actions and automations. 

If you choose Create Record:

  1. Base*: Select the Airtable base where the record will be created.

  2. Click Next.
  3. Table*: Choose the table within the base where the record will be created. The available options will differ depending on how you've configured tables in Airtable. 

  4. Once the table is selected, fill in the relevant details. Once filled, click Next, review the configuration, and then click Add Automation to save.

If you choose Update Record:

  1. Base*: Select the Airtable base where the record resides. Refer to the "Create Record" section for details on how to create one.
  2. Click Next.
  3. Table*: Choose the table within the base where the record resides. Refer to the "Create Record" section for details on tables and available options.
  4. Once the table is selected, fill in the following details:
    • Record ID*: Enter the specific Record ID. You can use DDR to reference the Workspace Variable for the Record ID created in a prior Airtable automation.
    • Submission Date: Specify the date the record was submitted (optional).
    • Review Status: Select the review status from the dropdown menu (e.g., Pending, Approved, Rejected).
    • Project: Link to a related project if applicable.
    • Comments: Add any comments or notes (optional).
    • Approval Date: Specify the date of approval (optional).

  5. Once filled, click Next, review the configuration, and then Add Automation to save.

The fields will automatically populate based on the tables configured in Airtable. Users can leverage DDR to autofill these fields with workflow data. 

 

Editing an Automation in a Flow Template or Live Flow

  1. Hover over the automation step you want to modify.
  2. Click the Edit icon.


     
  3. Modify settings, such as the app, event, account type, or input fields, as needed.
  4. Click Save Changes to apply your edits.
  5. Click the Delete icon if you wish to delete the automation.

Automations can only be edited in a saved Flow and Action Templates or live Flow Workspaces where the automation is not yet triggered. Once completed, the automation cannot be reopened or edited further.

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the '...' ellipsis icon next to the workspace name and select Automations & Events. 

Here, you can view all upcoming and completed automations and events.

 

Mapping the Trigger in the Third-Party Application

To verify that an automation was executed successfully:

  1. Go to the third-party platform.
  2. Based on the input provided within the Flow, an event will be triggered in the relevant section

  3. For example, if you select “Tasks” as the “Table” in the Moxo automation setup, the event will appear in the Tasks section of Airtable. It will reflect all the input details such as task name, description, deadline, and status.