Integrating Airtable using Zapier

Keep track of every card created inside Experiments with just a few steps

With this integration is possible to share every card created in Experiments with Airtable, and keep your management tool updated to increase even more the team's productivity.

Before starting, will be necessary to have a Zapier account and all the credentials necessary for the integration.

Generating Zapier's API key

To generate an API key for Zapier follow these steps:

  1. Log in Experiments Account.

  2. Access the 'Integrations' section.
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  3. Zapier > 'Add Integration'
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  4. 'Generate API Key'

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    The token generated will be needed for authentication in Zapier.


    Connect Experiments' App

  5. Access Zapier's account > 'Make a Zap'

    Makezap



  6. Choose App & Event
    This section will define the trigger for the automation, so every time the chosen event happens, the automation executes the action.

    Select NorthStar by GrowthHackers
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    The Trigger Event available is 'New Card
  7. Click 'Continue' > 'Choose Account'

    **The token generated inside Experiments will authenticate the app for this automation.
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    To make sure all the credentials are correct Click on 'Test & Continue.

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    Now Experiments is connected and authenticated in Zapier, it is time to select the action inside Airtable.  

    Choose App & Event

  8. Select Airtable > 'Choose Action Event'

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    For this automation the action chosen was 'Create Record', means that every time a new card is created in Experiments a new record will be registered inside Airtable.

    Possible Actions:
    *Create Record
    *Update Record
    *Find Record

    Authentication

    For this step, the authentication token generated inside Airtable's project used for this automation.
  9. Access the Account's Overview > 'Generate API Key'

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    Choose Account

  10. Airtable Account >  '+ Add New Account'
    Zapieraccount


    Authenticate the app with the API Key generated in step 9.

    allowzap


    Customize Record

  11. Choose Base and Table to send the data from Experiments.

    Soon as the account is authenticated all the data from Airtable will be loaded in Zapier in order to select where and what will be sent.

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  12. Populate fields with Experiments Data

    Now is time to select what is relevant inside the card to populate the chosen fields in Airtable.

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  13. Test the Automation

    After it is all set, its time to test and activate the automation.

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If everything is ok, the following message will be shown:

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It is possible to confirm the test was successful and check the data sent to Airtable.

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Done!

Its time to turn the automation on and start using it.