Create an Update - Zapier


Action Updates allows you to update, create, or delete single or multiple Airtable records. You can use Zapier to push data into those fields from another app (either the On2Air app or any third-party app). An Update is used after the first step in your zap.

Learn more about On2Air: Actions



In this article

Before Creating an Update
How To Create an Update
Update Types
Update (Insert) Single Record
Create New Single Record
Delete Single Record
Update (Insert) Multiple Records
Delete Multiple Records
Create New Multiple Records
Update Configurations
Enable Update
Installation
History Log
Configure Your Update in Zapier

Before Creating an Update

Before using Updates, we recommend you first:

Connect to Your Airtable Account

Create a Zapier API Key in On2Air

How To Create an Update

There are two ways to create an Update

From the All Actions page

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

Select an Updates Type

Click Add Configuration



OR

Click Updates in the side menu

Click New Update

Select Your Updates Type

Click Add Configuration



Update Types

Update (Insert) Single Record - Performs an update to a single Airtable record or creates a new record, if desired

Create New Single Record - Creates a new single record (No Updates)

Delete Single Record - Automatically delete first matching record and return the record when criteria is met

Update (Insert) Multiple Records - Performs a bulk update to Airtable records or create new records, if desired

Delete Multiple Records - Automatically delete any matching records and return them in bulk when criteria is met

Create New Multiple Records - Creates multiple new records (No Updates)

Update Configurations

Airtable Connection

Select your Airtable Connection - Choose your Airtable account

Configuration Details

Select Your Base - Choose your desired base

Select Your Table - Choose your table

Lookup Field (Displays in Update (Insert) Updates and Delete Updates) - Field used for the comparison match and lookup
(Advanced) You can leave blank if you plan to use the Record ID

Field Values (Displays for Update (Insert) Updates and Create New Updates) - Fields made available to update
Chose one or more fields

Default Create Value (Displays for Update (Insert) Updates and Create New Updates) - Enter a default name to be used when creating a new record in your field
Useful if you don’t want to have blank fields when creating new records

Last Runtime (Displays in Create New Updates and Update (Insert) Updates) - A date field in your table to display the most recent timestamp your update was processed
This will update with the new timestamp each instance your update is processed



Advanced Options

Matching Style (Displays in Delete Updates) - Determines how your Lookup Field matches updates
Options
Exact Match - Must be an exact match to update and delete (Default)
Contains -. Contains any value from the field
Does Not Contain - Does not contain any value
Does Not Match - Does not match any value

Case Sensitive (Displays in Delete Updates and_** Update/Insert Updates) - Determines whether matches should be case sensitive (On by Default)

Backfill Fields - Use any other Airtable field from your table in another step in your sequence workflow whether they contain a value or not - (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

Retrieve Full Data - Retrieve all data from update and return for use in other fields or steps (On by Default)

Create Unfound Records (Displays in Update (Insert) Updates) - If looking for a match to update and no match is found, insert data as a new record (On by Default)

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 update on (Default and Recommended 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

Attachment Mode (Displays in Update (Insert) Updates and Create New Updates)
Append - Add attachment as new with current attachments
Overwrite - Overwrite current attachment with new attachment



Click Save Update Details

Enable Update

Once all configurations are set

Toggle Enable (green) to enable your Update



Delete Update

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

History Log Coming Soon!

Configure Your Update 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

Before using Updates, you must have a previous step in your Zap. In this example, we have a Trigger from On2Air as the first step.

Click the + icon below the first step in your Zap

Choose App & Event

Choose App

Search for the On2Air app
(In our example, it’s already chosen due to our first step)

Select the On2Air app

Choose Action Event

Select Perform On2Air Update

Click Continue



Choose Account (Not Connected to On2Air)

If you have not connected your On2Air account to Zapier, follow the next steps. If you have already connected to On2Air, skip to the Customize Update step.

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



Choose Account (Already Connected to On2Air)

Choose your On2Air account

Click Continue



Customize Update

App

Choose Actions

Actions Update - Displays a list of the Updates you have Enabled in On2Air: Actions

Select the Action you want to use
You can also click Configure to configure your Update in On2Air

Lookups
Lookup Record by Field - Choose the field you want to use as the lookup field for the update

Fields
Update Fields - Add the data you want sent back to your records and updated in Airtable
You configured these fields as options in the Field Values section in On2Air

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

Click Continue



Send Data

Click Test & Continue

Click the Send Data dropdown to ensure it’s set up correctly

Click Done Editing



Here’s the final result in Airtable

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