#Jira airtable zapier how to
#Jira airtable zapier update

Hope this helps you figure out the set up you need.To the best of my knowledge, NOTHING can track changes/updates to records other than Airtable itself.

#Jira airtable zapier update

Complete the task in TD and have this update my AT record.

Add a record is AT and pass it over to TD.

I’ve then also set my AT “last contacted date” to be the date that the todoist task was completed, but this was just for my test, you might do something different.

In “custom value for record id” use the AT record ID you have extracted earlier (in my case from the title, in your case from the notes).

Choose “use a custom value” in the Record selection.

(Note - doesn’t work if you are finding by record ID, finding by name seems to work, but as per your comments this might not be unique, so not useful)įor your use case, it looks like an “update” is all that is required. This doesn’t work in this case, although I have used this pattern for AT updates on other Zaps. In my original answer, I suggested using an AT “find record” before the update. Now that I have the record ID, I use an Airtable “update record” component to set the completed date in Airtable. It might be that the value in your notes field is “corrupted” in some way - trailing whitespace for example - so if the steps below don’t work them you could also look at a text format action to get exactly the right value for the record ID. In your case, you should be able to get the person’s name as one field and the record ID from your notes field. Then on my second Zap when the task is completed, I read the task name (person’s name and record ID) and use a couple of Zapier text formatter actions to get the record ID. (with a pipe separator) and in Todoist it looks like this: So, in my prototype, when I create the task in Todoist, I’m mapping the person’s name and the AT record ID to the task name - something like this: However, the principle should be the same, you just set it up on different fields. Hi - I managed to get this to work, albeit in a slightly different way to you as I don’t have a paid Todoist account and so don’t have access to task “notes”.

#Jira airtable zapier how to

I’m struggling to figure out how I can create a zap that finds the correct record so it can update the appropriate field I’ve tried passing the recordID to Todoist via the first zap (it’s currently stored in the Notes field in Todoist), but can’t figure out how to use that to query Airtable for the second zap.Īpologies if this isn’t clear - I’m new to both Airtable and Zapier and am trying to dive in. When the task is completed in Todoist, I want Zapier to update the ‘last contacted’ field for the correct record in Airtable to today’s date. If it is, the record is marked ‘Overdue’ there’s a view of all people in the base that filters to show only those records marked ‘overdue’.Įvery time a new record hits the ‘overdue’ view, Zapier creates a new task in Todoist to contact that person, along with their contact info. A formula calculates whether today is >= last contacted date + frequency days (+90, +180, +365). Here’s the general idea:Īirtable base: each record has a contact frequency (quarterly, semi-annually, annually, or none) and a ‘last contacted’ date. Hi - I’ve successfully created a Zap tied to a CRM base in Airtable.