Airtable Integration

Zephyr documentation

How Airtable Integration Works

Zephyr can add records to Airtable bases as a workflow action. Airtable uses a personal access token instead of OAuth, so setup is quick: create a token in Airtable and paste it into Settings. When a workflow triggers, the airtable_record action adds a new record to your chosen table with the email subject, sender, date, and body as fields.

Setting Up Airtable

1) Go to airtable.com/create/tokens and create a new personal access token.

2
Give it the data.records:write scope and select the bases you want Zephyr to access.
3
Copy the token.
4
In Zephyr, go to Settings > Connected Services and find the Airtable card.
5
Paste your token into the input field and click Connect. Zephyr validates the token immediately, so you will know right away if it works.

Creating Airtable Workflows

Example: 'When a client emails me, add a record to my CRM Airtable base'. The AI generates a workflow with airtable_record specifying your Base ID and Table ID. The record is created with Subject, Sender, Date, and Body fields. Make sure your Airtable table has columns with those names, or the record will be created with Airtable's default field names.

Finding Your Base ID and Table ID

Go to airtable.com/api and select your base. The API documentation page shows your Base ID (starts with app) and the Table ID for each table (starts with tbl). Copy both and paste them into the airtable_record action fields in the WorkflowBuilder.