Part 2: Adding Test Data To Airtable
Lesson: Setting up a simple automation that assigns a priority tag in a community waitlist, based on a users form entry.
Stephen Maddison
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9 steps
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49 seconds
Zapier
Airtable
1
Click on your "No-Code Learning Community" form in Airtable.
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Press "Open form" to open up the live form.
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You need to fill out the form with some test data. This becomes important for later so that you can follow how the automation works.
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Add anything you want in the "Email address" field.
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Add anything you want in the "Full Name:" field.
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This next field is important. Your automation will use the "Experience Level" data as a filter.
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Select "New To This" from the drop down field.
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For all the remaining options, you can add anything you want as you are not using the data specifically in the automation.
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When you are done, "Submit" the form and go back to your Airtable database.
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Click on the Grid view.
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You will see your latest entry is automatically assigned the "Low Priority" tag and appears in that group. Open a new tab with Zapier.
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Now you will build out the automation in Zapier. Open a new tab and login to your Zapier account. Keep Airtable open in another tab.