Automate Notifications: Get an Email When a Form is Submitted in Airtable
Published on Mar 30th, 2024
Receiving an email notification when a form is submitted can make data management significantly more efficient, especially when using platforms like Airtable. This popular cloud-based database tool lets users create forms that feed data directly into a designated table, but it doesn't natively send email alerts upon each entry. However, you can set up email notifications with the help of Airtable's automation features or external integration tools. Here's how to ensure you're promptly informed when someone submits a form to your Airtable base.
Step-by-Step Guide to Set Up Email Notifications in Airtable
Step 1: Create Your Form in Airtable
- Start by designing your form within Airtable. Once your form view is ready and shares the necessary fields for data collection, it's time to move to automation.
Step 2: Automate to Receive Emails on Form Submission
- Within your Airtable workspace, click on 'Automations' from the top menu.
- Choose 'Create a custom automation'. You'll be prompted to set up a trigger and an action.
Step 3: Set the Trigger
- The trigger is the event that starts your automation. Select 'When a form is submitted' and pick the form you want to monitor.
Step 4: Configure the Action
- For the action, choose 'Send an email'. Fill in the necessary details, such as the recipient's email address, subject line, and body content. Airtable allows you to include data from the form submission in your email.
Step 5: Test and Enable Your Automation
- Before going live, use the test feature to ensure your notification emails will send correctly. Then, turn on the automation.
Using Third-party Integration
If you need more advanced features or workflows, third-party integrations like Zapier or Integromat can connect your Airtable form to numerous email platforms. This process usually involves setting up a 'Zap' or 'Scenario' where the Airtable form submission acts as the trigger, and the sending of the email is the action.
This approach offers flexibility and can be particularly useful if your organization requires complex email sequences or integration with other systems. Keep in mind these services may have additional costs depending on the volume and complexity of the tasks.
By setting up these email notifications, you'll never miss another form submission, keeping you and your team in the loop and enabling a swift response to new entries.