Create a Trigger Action - Zapier


A Trigger is an action you complete in Airtable which initiates a single record or multiple records to be updated or deleted using On2Air. You can then use this Trigger in Zapier to connect with any other software your company uses.

You initiate a Trigger by making a change in your Airtable base table, such as selecting a checkbox, changing a date, changing text, or adding an attachment. This change will update or delete other specified fields in your table.

Learn more about On2Air: Actions



In this article

Before Creating a Trigger
How To Create a Trigger
Trigger Types
Single Record Updated
Multiple Records Updated
Single Record To Be Deleted
Multiple Records To Be Deleted
Trigger Configurations
Enable Trigger
Installation
History Log
Configure Your Trigger in Zapier

Before Creating a Trigger

Before using Triggers, we recommend you first:

Connect to Your Airtable Account

Create a Zapier API Key in On2Air

How To Create a Trigger

There are two ways to create a Trigger

From the All Actions page

Click New Action in the top right-hand side of the screen

Select a Trigger type

Click Add Configuration



OR

Click Triggers in the side menu

Click New Trigger

Select Your Trigger Type

Click Add Configuration



Trigger Types

Single Record Updated - Triggers an update when a single Airtable record or a newly created record meets your specified criteria

Multiple Records Updated - Triggers an update of multiple records when any record or newly created records meets your specified criteria. Can be used to Bulk process data.

Single Record To Be Deleted - Triggers a deletion when a single Airtable record or a newly created record meets your specified criteria 
Please note, this will NOT trigger when you Delete a Record from Airtable by right-clicking and selecting Delete record. Must be deleted by using a Trigger mode type.

Multiple Records To Be Deleted - - Triggers a deletion of multiple records at once when any record or newly created records meets your specified criteria. Can be used to Bulk process data.
Please note, this will NOT trigger when you Delete a Record from Airtable by right-clicking and selecting Delete record. Must be deleted by using a Trigger mode type.

Trigger Configurations

Single Record Updated
Multiple Records Updated Trigger
Single Record To Be Deleted
Multiple Records To Be Deleted

Airtable Connection

Select your Airtable Connection - Choose the Airtable account you want to use

Airtable Source
Select Your Base - Choose your desired base

Select Your Table - Choose your table

Select Your View - Choose your view (Optional)
Default is all views

Selected Fields - The fields you want returned to your table or to another sequence after trigger process is complete - (Default is All Fields)
Add one or multiple fields
If none selected, all fields will be retrieved

Sort Fields - Sort how the results are ordered
Ascending (ASC) or Descending (DESC)
You can add one or multiple options
You can reorder fields by clicking the bars icon next to the field



Trigger Mode

Trigger Mode Options

Trigger Mode - The mode type for the field in your base being watched for updates, changes, or deletions. Determines how your trigger starts and processes
Options
Checkbox
Field Updated
Date
Formula
Last Modified Time

Modes Available

MODE: Checkbox - A checkbox field monitored to initiate the trigger

Mode Configuration (Checkbox)

Checkbox Field - The Airtable checkbox field you want to monitor

Trigger On - Determines if the trigger is initiated when the checkbox field is Checked or Unchecked

Toggle Checkbox on Trigger (Default) - If On (green), this will automatically change the checkbox in your Airtable base back to its original state after the trigger has processed

(On) If your trigger is the checkbox field being Checked, once you've Checked the field and the sequence is complete, your field will automatically be reverted back to the Unchecked state

(Off) If your trigger is the checkbox field being Checked, once you've Checked the field and the sequence is complete, your field will stay in the Checked state

Checkbox Last Modified Field (Required if Toggle Checkbox on Trigger is Off) - Choose a Last Modified Time field in Airtable that is specifically watching this Checkbox trigger field in Airtable. This ensures the Checkbox field does not revert back to the original Checkbox state. The Last Modified Time field is specific to this checkbox field

More Options (Checkbox)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

Example: Select the Checkbox in your table to begin the trigger sequence





MODE: Field Updated - A specific field monitored for changes in order to update and sync data to a second field

Mode Configuration (Field Updated)

Updated Field - The field being monitored to initiate the trigger
This can be any Airtable field type
If using a Multi-Line Text field, the Comparison Field must also be a Multi-Line Text Field
Currently, cannot be a Rich-Text formatted field (Airtable bug)

Comparison Field - The field being updated/changed once the trigger is processed
Must be an Airtable text field type
If using a Multi-Line Text field in the Updated Field, the Comparison Field must also be Multi-Line Text

Example: Watch Airtable field Updated Field Trigger for changes. Sync Airtable field Updated Field Comparison to display same data as Updated Field Trigger

More Options (Field Updated)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information





MODE: Date - The specific Date field being monitored for changes in order to update and sync the date to a second Date field type or Text field type
Also works with Formula fields - Be sure your formula contains valid date formatting
Triggers once the date and time specified has passed
Ex: If Date is 8/15/20 11:30AM, it will process AFTER 11:30AM has passed on 8/15/20, even though the fields are out of sync because you changed the date

Mode Configuration (Date)

Date Field - The Date field being monitored to initiate the trigger
Must be an Airtable Date field type

Comparison Field - The Date field type or Text field type being updated/changed once the trigger is processed
Must be an Airtable Date field type or a Text field type

More Options (Date)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

Example: Watch Airtable field Date Trigger for changes. Sync Airtable field Date Comparison to display same date and time as Date Trigger





MODE: Formula (Advanced) - Create your own custom formula to initiate a trigger

Mode Configuration (Formula)

Formula - Add your own custom formula



Field to Monitor for Updates (Optional) - Select a Last Modified Time field type that needs to be updated to re-process a trigger
CAUTION: if left blank, this will re-trigger on ALL matching records EVERY time trigger is processed. Be aware of potential unwanted re-triggering.

More Options (Formula)

Trigger Window (Displays if Field to Monitor for Updates is used)- A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

MODE: Last Modified - A specific Last Modified field in your table

Mode Configuration (Last Modified)

Last Modified - The Last Modified Time Field in your table you want to monitor and use for updates/changes

Buffer - The amount of time between when the Last Modified Time field changes and when the trigger begins
Useful when typing in a text field and Airtable automatically saves your text which changes the last modified field. The buffer time prevents the trigger from running too quickly.
Options
No Buffer
5 Minutes
10 Minutes
30 Minutes
1 Hour

More Options (Last Modified)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

CAUTION: If using the Trigger State Storage field with Last Modified Mode, configure your Last Modified Field to exclude this field! If not, it will continually trigger over and over because it's automatically updated each time the trigger is processed.





Advanced Options

Maximum Records - Choose the maximum records returned and processed per trigger execution
Each time Zapier checks for a change, this determines how many records are processed and returned
Options
ALL (Default)
1
10
25
50
100
200
500
1000

Backfill Fields - Use any other Airtable field from your table in another step in your sequence workflow - (Default and Recommended is On/Green)
This setting is available due to the Airtable API not returning the field data

Flatten Output - Remove extraneous data from certain Airtable fields - (Default and Recommended is On/Green)
When returning data, the Airtable API attaches additional, unnecessary information to some fields, such as attachments and collaborator

Lock Fields on Name - Uses the actual text Name of the field you chose in Mode Configuration instead of the Unique field ID to watch for changes to trigger on (Default is Off - Default watches for the Unique field ID)
Name is useful if you want to create a duplicate field and watch the name instead of the ID

Click Save Update Details

Enable Trigger

Once all configurations are set

Toggle Enable (green) to enable your Trigger



Delete Trigger

Click Delete Trigger

Click Yes, I want to delete this action
WARNING: This action cannot be undone



Installation

Installation allows you to quickly start using your On2Air Triggers, Updates, or Searches.

You can connect to On2Air using Zapier, Scripts, Automations, and Node.js.

Create an API Key

If you haven’t created an API Key to connect On2Air to other apps, create one now



In the Installation tab, choose your Installation Source

Zapier - Use in Zapier
Script - Use in the Scripting App in Airtable
Automation - Use in Automations in Airtable
Node.js - Use in your program or application

Select the corresponding API Key

Connect your Action to Zapier

To connect to Zapier, you have 2 options

Connect by creating a new Zap
Connect by choosing a pre-made template

Connect by creating a new Zap

Choose Zapier as your Installation Source

Choose your API Key



Begin the process of creating a new Zap in Zapier

Choose On2Air as your app

Enter the API Key when prompted

Finish configuring your Zap

Connect by choosing a pre-made template

Choose one of the On2Air pre-made templates for Zapier

COMING SOON!


Connect your Action using Scripts

Once you create your Trigger, On2Air automatically generates a Script for you to add to the Scripting App in Airtable. The Script contains almost everything you need to use your action immediately.

Once you’ve chosen Scripts as your Installation Source and your API Key, click Copy to Clipboard

Paste the script into the Scripting App in Airtable or into On2Air: Scripts



In the generated script, you will see an output of what the data will look like. There are several areas in the script marked as ‘TODO Item(s)’. You will need to review each TODO, add your logic to the script, add values, or other relevant instructions.

When you update the TODOs, it’s automatically added in the Output to be available for future steps if needed

Review and complete each TODO Item



Number of TODO Items in each On2Air Action Type


TRIGGERS
Single Record Update - 1 TODO Item
Multiple Records Updated - 1 TODO Item
Single Record to Be Deleted - 1 TODO Item
Multiple Records to Be Deleted - 1 TODO Item

UPDATES
Update(Insert) Multiple Records - 3 TODO Items
Create New Single Record - 3 TODO Items
Delete Single Record - 2 TODO Items
Update (Insert) Multiple Records - 3 TODO Items
Delete Multiple Records - 2 TODO Items
Create New Multiple Records - 3 TODO Items

SEARCHES

Search Multiple Records - 2 TODO Items
Search Single Record - 2 TODO Items

Connect your Action to Airtable Automations

You can use Actions directly inside of Automations in your base. Using On2Air: Actions in parallel with Automations is essential to perform a variety of functions not available within Airtable.

With Actions, you can update to other bases.

You can also search records. With Actions, you can search via formula without having to loop through all the records.

With our Update type, you have the ability to update a record, then create a record if one does not exist.

Once you’ve selected your Installation Source and API Key, click Copy to Clipboard

Open your base in Airtable and open the Automations tab

Create a Trigger in Airtable

Next, add an Action (Airtable version)

Click Run script

Paste the code into the text editor



In the generated script, you will see an output of what the data will look like. There are several areas in the script marked as ‘TODO Item(s)’. You will need to review each TODO, add your logic to the script, add values, or other relevant instructions.

When you update the TODOs, it’s automatically added in the Output to be available for future steps if needed



Review and complete the TODO Item(s) in the script

Number of TODO Items in each On2Air Action Type


TRIGGERS
Single Record Update - 1 TODO Item
Multiple Records Updated - 1 TODO Item
Single Record to Be Deleted - 1 TODO Item
Multiple Records to Be Deleted - 1 TODO Item

UPDATES
Update(Insert) Multiple Records - 3 TODO Items
Create New Single Record - 3 TODO Items
Delete Single Record - 2 TODO Items
Update (Insert) Multiple Records - 3 TODO Items
Delete Multiple Records - 2 TODO Items
Create New Multiple Records - 3 TODO Items

SEARCHES

Search Multiple Records - 2 TODO Items
Search Single Record - 2 TODO Items

Connect your Action using Node.js

You can use Actions in your program or application

Once you’ve selected your Installation Source and API Key, click Copy to Clipboard

Paste into your program

History Log

Coming Soon!

Configure Your Trigger in Zapier

Accept App Invitation

Once you sign up for On2Air: Actions, you will receive a link from the Openside team to add the On2Air app to your Zapier account

Click the link

An invitation screen will be displayed

Select Accept Invite and Build a Zap



Create A Zap

Click Create Zap

Choose App & Event

Choose App

Search for the On2Air app

Select the On2Air app

Choose Trigger Event

Select Perform On2Air Trigger

Click Continue



Choose Account

Click Sign in to On2Air

Another window will open displaying Allow Zapier to access your On2Air Account

You will need to enter the Zapier API Key you created earlier in the field

To view your API Key or to create a Zapier API Key, click Create/Select an API Key to your On2Air account here

Copy your API Key

Paste your API Key in the field

Click Yes, continue

Your On2Air account is now connected to Zapier

Click Continue



Customize Trigger

App
Choose Actions

Actions Trigger - Displays a list of the Triggers you have Enabled in On2Air: Actions
Select the Trigger you want to use
You can also click Configure to configure your Trigger in On2Air

Advanced Settings

Trigger Only Once - Set to Yes if you only want to record to trigger 1 time

Response As JSON String - Set to Yes if you want the response as a JSON string instead of an object

Click Continue



Find Data

Click Test Your Trigger to ensure it’s set up correctly

Click Continue


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