Integrating Airtable and Infinity Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Airtable with Infinity using Pabbly Connect. This tutorial provides a detailed step-by-step guide to automate your workflows effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Airtable with Infinity using Pabbly Connect, first, access the platform by typing the URL Pabbly.com/connect in your browser. If you are an existing user, click on ‘Sign In’. New users can easily sign up, which takes less than two minutes.

After signing in, you will reach the Pabbly dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This brings you to the main interface where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of creating items in Infinity from records in Airtable. Click on the ‘Create Workflow’ button on the right-hand side. You will be prompted to name your workflow. using Pabbly Connect

• Name the workflow based on your objective, such as ‘Create Infinity items from Airtable records’.

After naming your workflow, you will see two essential events: Trigger and Action. Select Airtable as your trigger application and choose the ‘New Record’ event. This event will check for new data in Airtable every 10 minutes, ensuring timely updates.

3. Setting Up Airtable Connection in Pabbly Connect

To connect Airtable to Pabbly Connect, click on ‘Connect’ next to the Airtable option. You will need to add a new connection by providing a personal access token. Log in to your Airtable account and navigate to the Developer Hub to create this token.

• Click on ‘Create New Token’ and name it accordingly.
• Add the required scopes such as Data Records and Schema Basis.
• Copy the generated token and paste it back into Pabbly Connect.

Once connected, enter the name of your Airtable base and table. Ensure you have created a field named ‘Created’ in your table schema to capture the timestamp of new records. This field is essential for the trigger to function correctly.

4. Configuring Infinity Connection in Pabbly Connect

After setting up Airtable, the next step is to configure Infinity as the action application in Pabbly Connect. Select Infinity and the action event ‘Create Item’. Click on ‘Connect’ to link your Infinity account.

Once connected, you will need to specify your workspace and board where the new item will be created. Use the information retrieved from your Infinity account to fill in these fields. The process of mapping data from Airtable to Infinity is crucial. Ensure you map the fields accurately to transfer the information correctly.

Map fields such as email, phone number, first name, and last name from the Airtable response.

After mapping, click on ‘Save and Send Test Request’ to check if the integration works. If successful, you will see the new item created in Infinity.

5. Testing the Integration for Success

Now that you have set up the integration between Airtable and Infinity using Pabbly Connect, it’s time to test it. Add a new record in your Airtable table. This should automatically trigger the workflow.

Since the trigger checks for new records every 10 minutes, wait for a short period. After the waiting period, check your Infinity account to confirm that the new item has been created successfully. The data should match what you entered in Airtable.

Ensure that all fields are correctly populated in Infinity. If any issues arise, revisit the mapping and configuration steps in Pabbly Connect.

Once confirmed, your integration is complete, allowing seamless automation between Airtable and Infinity through Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Airtable with Infinity using Pabbly Connect. By following the detailed steps, you can automate your workflows efficiently, ensuring that new records in Airtable are automatically created as items in Infinity. This integration simplifies task management and enhances productivity.