ZelaxyDocs
Tool Integrations
Tool

Airtable

Read, create, and update records in Airtable bases

Airtable

Read, create, and update records in Airtable databases. Supports filtering, sorting, and working with attachments and linked records.

Overview

PropertyValue
Typeairtable
CategoryTool — Project Management
AuthAPI Key (Personal Access Token)

Operations

OperationDescription
List RecordsGet records from a table with filters
Create RecordAdd a new record
Update RecordModify existing record fields
List BasesGet all accessible bases

Configuration

SettingTypeDescription
API KeyPasswordAirtable personal access token
BaseDropdownSelect an Airtable base
TableDropdownSelect a table
FieldsTableKey-value field data
Filter FormulaShort inputAirtable formula filter
Max RecordsSliderRecords to return (1–100)

Outputs

FieldTypeDescription
recordsjsonArray of record objects
recordIdstringCreated/updated record ID
contentstringResponse data

Example: CRM Data Pipeline

Workflow:

[Starter: Customer email] → [Agent: Extract Info] → [Airtable: Create Record]

Receive a customer inquiry email, Agent extracts name, company, and request type, then creates a new record in the Airtable CRM base.

Tips

  • Filter formula uses Airtable's formula syntax: {Status} = 'Active'
  • Field names must match exactly (case-sensitive) — check your table
  • Linked records need record IDs, not display values