Integrations

Airtable

The Airtable integration allows you to automatically send responses to an Airtable of your choice.

This feature is enabled by default in TypeflowAI Cloud but needs to be self-configured when running a self-hosted version of TypeflowAI.

TypeflowAI Cloud

  1. Go to the Integrations tab in your TypeflowAI Cloud dashboard and click on the "Connect" button under Airtable integration.
TypeflowAI Integrations Tab
  1. Now click on the "Connect with Airtable" button to authenticate yourself with Airtable.
Connect TypeflowAI with Airtable
  1. You will now be taken to a page where you need to add and grant access to the base you want to use for the integration.
Add and grant access to airtable base
  1. Once you add and grant access to your base, you will be taken back to TypeflowAI Cloud and see the connected status as below:
TypeflowAI is now connected with Google

Before the next step, make sure that you have a TypeflowAI Workflow with at least one question and a Airtable base with atleast one table in the Airtable account you integrated.

  1. Now click on the "Link New Table" button to link a new Airtable with TypeflowAI and a modal will open up.
Link TypeflowAI with a Airtable
  1. Select the Base and table you want to link with TypeflowAI and the Workflow. On doing so, you will be asked with what questions' responses you want to feed in Airtable. Select the questions and click on the "Save" button.
Select question to link with Airtable
  1. On submitting, the modal will close and you will see the linked table in the list of linked tables.
List of linked tables

Congratulations! You have successfully linked an Airtable with TypeflowAI. Now whenever a response is submitted for the linked Workflow, it will be automatically added to the linked Airtable.

Setup in self-hosted TypeflowAI

Enabling the Airtable Integration in a self-hosted environment requires creating an airtable account and changing the environment variables of your TypeflowAI instance.

  1. Go to the Airtable and create a new account if you dont already have one.

  2. Click on user icon on top left and open to Developer hub

  3. Navigate to OAuth integrations and click on Register an OAuth integrations

  4. Select a name for you integration and also add a redirect URL which will be YOUR_WEBAPP_URL/api/v1/integrations/airtable/callback

  5. Now fill some basic details about your integrations and then go to scope section. You need to enable 5 scopes

    • data.records:read
    • data.records:write
    • schema.bases:read
    • schema.bases:write
    • user.email:read
  6. Click on the "Save" button and you are done

  7. Now just copy client id and redirect url for your integration and add it to typeflowai .env file

By now, your environment variables should include the below ones:

  • AIRTABLE_CLIENT_ID
  • AIRTABLE_REDIRECT_URL

Voila! You have successfully enabled the Airtable integration in your self-hosted TypeflowAI instance. Now you can follow the steps mentioned in the TypeflowAI Cloud section to link an Airtable with TypeflowAI.

Remove Integration with Airtable

To remove the integration with Airtable,

  1. Visit the Integrations tab in your TypeflowAI Cloud dashboard.
  2. Select "Manage" button in the Airtable card.
  3. Click on the "Connected with <your-email-here>" just before the "Link new Table" button.
  4. It will now ask for a confirmation to remove the integration. Click on the "Delete" button to remove the integration. You can always come back and connect again with the same Airtable Account.
Delete Airtable Integration with TypeflowAI

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