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Best answer

Schedule by Zapier + Airtable + Gmail

V

Hi there,

I am a newbie trying a workflow with zapier for 2 days now, but seems like I am not getting any success, so decided to jump in here, and ask for help.

So what I wanted to do is send a Gmail email reminder every 9am for any due task that day referencing airtable base file.

I tried using a’schedule by zapier’ first,a dn tried ’+’ adding ‘airtable’ but when airtable is added, there’s no option of “when a record is added in view’.  I also tried the other way around (using airtable first), but when I click ‘+’ sign, the schedule by zapier is not an option.

I am sure there’s a solution but am looking at the wrong one :-( Help.


Vickie

 

Best answer by ponvaskon

Maybe you can try the Zapier's Delay until app as the second step of the automation.

 

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3 replies

ponvaskon
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  • ponvaskon
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  • 23 replies
  • July 9, 2020

Hi Vickie,

Please check this link. I think it should help.

https://community.airtable.com/t/date-based-notifications/18405

Just a note from the thread above.

“...I would make a new view “Licenses Expiring Soon” with a filter Expiration Date > “Is Within” > “The Next Month” or however soon you want to be notified.

Then use a Zapier integration “Get notifications about new Airtable records in a view via email...”

https://zapier.com/apps/airtable/integrations/email/12909/get-notifications-about-new-airtable-records-in-a-view-via-email

But instead of the native Zapier’s email tool, you will use Gmail.

Business Automation & Apps Integration expertise: creation of complex, multi-step automations; integration of applications into a single ecosystem; optimization and debugging of existing integrations and automations. Please feel free to contact me if any help needed - vp@upscaleninjas.com.
Danvers
1 person likes this
  • Danvers
    Danvers
V
  • VickieBeginner
  • Author
  • Beginner
  • 1 reply
  • July 9, 2020

Thank you @ponvaskon 

I actually tried airtable + zapier and it is working well.

 

However what I was trying to do is  perform the zap at a certain time (say 10am daily) by adding “schedule by Zap”.  Is there a way to achieve it?

ponvaskon
Forum|alt.badge.img
  • ponvaskon
  • New
  • 23 replies
  • Answer
  • July 9, 2020

Maybe you can try the Zapier's Delay until app as the second step of the automation.

 

Business Automation & Apps Integration expertise: creation of complex, multi-step automations; integration of applications into a single ecosystem; optimization and debugging of existing integrations and automations. Please feel free to contact me if any help needed - vp@upscaleninjas.com.
Danvers
Liz_Roberts
2 people like this
  • Danvers
    Danvers
  • Liz_Roberts
    Liz_Roberts
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