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How to automatically update a record in Airtable when a project status has changed in Pipedrive

How to automatically update a record in Airtable when a project status has changed in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Airtable, and many other apps. In this guide, we'll show you how to automatically run the “update record” action in Airtable for each project status changed in Pipedrive using Relay.app.
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Pipedrive logoPipedrive > Airtable
Trigger
Last triggered
Pipedrive logoProject status changed
Airtable logoUpdate record
1

Create your playbook and set the Pipedrive trigger as "Project status changed"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Project status changed" under Pipedrive. Then, select the board and the new status. This will allow your playbook to automatically detect the changes in project status in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Find record(s)" & "Update record" in Airtable automation

Integrate the Airtable automation into your playbook to ensure the prompt record update through the project status changed action.

Click the "Add step" button, then locate the "Find record(s)" to identify which item "Update record" automation for Airtable and input the mandatory and relevant details.

If your Airtable account isn't already 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 Airtable account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automatically update the record in Airtable. Once turned on, it will respond to changes in Pipedrive project status by updating the records in Airtable without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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