Select Page
Email Notifications and Confirmations via Airtable Automations

Email Notifications and Confirmations via Airtable Automations

🔴 On2Air Forms has been shutdown to focus on our On2Air Backups Airtable app Learn more about automated Airtable backups - on2air.com

You can set up email notifications and confirmations for your form entries or form updates via Airtable automations.

There are multiple ways to set up the automation and your table, but here’s one way you can accomplish receiving emails when a new form entry is created.

In this article

Setting up the On2Air Form

  • Create a Single-Select field in your table and label it Entry Status
  • Add select options of New Entry
  • In your form, add the single-select field as a field on your form
image
  • Go to Field Configuration and select the Display mode as Hidden - this will hide the field on your form where the user won’t see it
image
  • In Field Defaults, set the Default Value as New Entry
image
  • When a new entry is created, the New Entry tag will be added
image

Setting up the Automation

  • In your base, click Automations
image
  • Click Create new automation
image
  • For the Trigger, choose “When record matches condition”
image
  • Choose your table that contains the Entry Status field
image
  • Click Add condition
  • Choose ‘When Entry Status is New Entry’ as your condition
image
  • Click Use suggested record to test your trigger and ensure your test is a success

image
  • Choose Send an email as the Action
image
  • In the email configuration, add an email in the To field.
    • To use an email from the form entry and send it to the form user, click the + icon and choose the Email field. Separate multiple emails with a comma.
image
  • Customize your Subject line as needed. You can use the + icon to add data from the form
image
  • In the Message portion, you can customize as needed. To add all the data from the form entry, click the + icon and choose List
image
  • Choose the form fields you want in the email, then click Insert
image
image
  • Click Generate a Preview to see what the Email will look like
image

Email Preview

image
  • Click Test Automation to ensure everything is correct
image
  • Enable your Email Automation
image

For more information on sending email automations, view Airtable documentation