- How to automatically create a new note in Attio every time a record is added in Airtable
- 1. Set the Airtable trigger as “New record added”
- 2. Add the “Create note” step in Attio
- 3. Activate your playbook
- Learn more about integrating with Airtable and Attio
- Related blog posts
- More how-to guides featuring Airtable and Attio
How to automatically create a new note in Attio every time a record is added in Airtable
Airtable > AttioRecord added
Create noteSet the Airtable trigger as “New record added”
A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.
Add the Airtable trigger to initiate your playbook's actions whenever a record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under Airtable.
If you still need to connect your Airtable account to Relay.app yet, a prompt will guide you through the process.
Add the “Create note” step in Attio
Integrate Attio automation into your workflow to automatically create a new note in Attio every time a record is added in Airtable.
Click the "Add step" button, locate the "Create note" automation for Attio, and input the mandatory and relevant details.
If your Attio account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Attio account.
Activate your playbook
Activating the playbook is the last step in the process. Once you turn it on, it automatically creates a new note in Attio whenever a record is added in Airtable without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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