Airtable: actions and triggers in CrocoClick automations

Discover how to use Airtable with CrocoClick: triggers and actions clearly explained to automate and synchronize your data via workflows.

Written By Baptiste Lorreyte

Last updated About 1 month ago

The Airtable integration allows you to synchronize data between CrocoClick and Airtable, and automate actions on your databases (databases, tables, fields, records).

It is used to centralize data, build operational databases, and extend CrocoClick to custom systems without development.

Typical use cases

Centralize leads and sales in Airtable for reporting.
Use Airtable as an "ops" database (project tracking, production, delivery).
Push CrocoClick data to a shared Airtable database.
Historize data without overloading CrocoClick.

Airtable triggers

Airtable → CrocoClick workflows

Triggers allow you to launch a CrocoClick workflow when an event occurs in Airtable.

Available triggers

Trigger	Description
New record	A new record is created in a table
Record updated	An existing record is modified
New attachment added	An attachment is added to a record

⚠️ Good to know Airtable
triggers are generally based on a polling system (periodic checking). It is therefore normal
for there to be a delay of a few minutes before the workflow is triggered.

Airtable actions

CrocoClick → Airtable workflows

Actions allow CrocoClick to create, modify, or read data in Airtable.

Available actions

	ActionDescription
Create a record	Add a new record to a table
Update a record	Modify an existing record
Find a record	Search for a record by ID or filter
List/search records	Retrieve multiple records
Find a database	Identify an Airtable database
Find a table	Identify a table in a base

Advanced actions (depending on availability)

	ActionNote
Create a table	Affects the database structure
Update a table	Use with caution
Create/modify a field	May affect other automations

Connection to Airtable

To connect Airtable to CrocoClick:

Go to Settings → Integrations.
Select Airtable.
Click Connect and authorize access.

The connection can also be made directly when adding an Airtable action to a workflow.

Automation example: push a lead into Airtable

Objective
Automatically create an Airtable record for each new CrocoClick contact.

Configuration

Trigger: contact created in CrocoClick.
Action: create a record in the Leads table.

Fields sent

Name
Email
Source
Status

Result: each new CrocoClick lead is automatically added to Airtable.

Troubleshooting

I can't see my Airtable databases

Check that the connected Airtable account has access to the base.
Check the permissions on the base and tables.

The trigger is delayed

This is normal behavior related to polling.
Wait a few minutes and check the workflow history.

Fields are not displaying

Check the field types in Airtable.
Refresh the action configuration.

Best practices

Use Airtable as an extension, not as your primary source.
Avoid critical automations that require real time.
Structure your Airtable databases before automating.
Document your workflows to facilitate maintenance.