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    Airtable automation trigger: When record created
    • 19 Jan 2024
    • 2 Minutes to read
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    Contents

    Airtable automation trigger: When record created

    • Updated on 19 Jan 2024
    • 2 Minutes to read
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    • PDF
    Article Summary

    Learn how to use the "When record created" trigger to trigger an automation to run whenever a new record is created.

    Introduction

    Plan availability

    All plan types with varying limitations

    Permissions

    • Owners/Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description.

    • Editors - View an automation's configuration or copy an automation's URL.

    Platform(s)

    Web/Browser, Mac app, and Windows app

    Related reading

    Getting started with Airtable Automations

    Considerations before using the “When record created” trigger

    • The "When record created" trigger is triggered whenever a new record is created. This means that if you are manually entering data, this trigger will likely fire before you've finished inputting your data.

    • The "When record created" trigger is best used when a row is created programmatically (i.e via a form or another automation). We recommend using the "when a record matches conditions" trigger or the "When a record enters a view" trigger for situations where you'd like an automation to fire whenever a certain preset condition is met.

    Setting up an automation to trigger at a scheduled time

    Step 1: Create a new automation

    To start creating an automation, from the open base of your choice click on Automations in the upper left corner of your screen to open the automation configuration window. Click the + Create automation option to begin the setup process. If you would like, you can rename the automation right away to make it easier to understand what it does.

    Step 2: Configure the “When record created” trigger

    1. Next, you will need to click + Add trigger option.

    2. Once clicked, the available triggers will be displayed for you to choose from. Choose the When record created option.

    3. Under the “Table” section, select the table where created records will trigger this automation to run.

    Step 3: Test the trigger

    It’s important to test the trigger at this point so that you can utilize dynamic tokens in the automation action steps. This trigger allows you to pull in information from the created record that triggered this automation such as record ID or time of creation.

    Step 4: Add one or more automation actions

    Check out our help center’s Automation actions section to learn more about each action Airtable offers.

    Step 5: Test and turn on the automation

    Again, be sure to test all of the steps in the automation that you are building. Once every part of the automation has tested successfully, you’ll likely be ready to turn the automation on. Find the red colored “OFF” toggle and click it so the automation now appears as “ON” in green.

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