Learn how to sync data between Airtable and Stackby automatically using Pabbly Connect with this step-by-step tutorial. 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. Access Pabbly Connect for Integration
To sync data between Airtable and Stackby automatically, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and selecting the Pabbly Connect product. If you’re a new user, you can sign up for a free account, which allows you to perform 100 tasks monthly without any cost.
After signing up or logging in, head to the dashboard of Pabbly Connect. Here, you will create a new workflow that will facilitate the data syncing process between Airtable and Stackby. Click on the plus sign to create a new workflow and name it appropriately, such as ‘Airtable to Stackby Integration’.
2. Setting Up Airtable Integration in Pabbly Connect
In this section, you will configure the Airtable integration within Pabbly Connect. Start by selecting Airtable as your trigger application. The trigger event you want is ‘New Record in View’. This setup ensures that every new record added to your Airtable base will initiate the integration process.
- Choose ‘New Record in View’ as the trigger event.
- Connect your Airtable account by providing the API key.
- Select the base and table that you want to monitor for new records.
Once you have configured these settings, create a field named ‘Created’ in your Airtable table with the type set to ‘Created Time’. This field is essential for the trigger to function correctly. After setting up the trigger, you can test it to ensure that Pabbly Connect captures the data from Airtable accurately.
3. Mapping Data to Stackby Using Pabbly Connect
After successfully setting up Airtable, the next step is to map the data to Stackby using Pabbly Connect. For this, you will need to select Stackby as the action application. Choose ‘Create a Row’ as the action event, which will allow you to create new records in Stackby from the data captured in Airtable.
- Connect your Stackby account by providing the API key.
- Select the workspace and table where you want to save the data.
- Map the fields from Airtable to Stackby, ensuring the data aligns correctly.
By mapping the fields, you ensure that the customer details like name, age, phone number, and email address are transferred from Airtable to Stackby seamlessly. After mapping, test this action to confirm that the data is being sent correctly from Pabbly Connect to Stackby.
4. Testing the Integration for Data Sync
Once the mapping is complete, it’s crucial to test the integration to ensure everything works as expected. Add a new record in your Airtable base with details such as customer name, age, phone number, and email address. After adding the record, return to Pabbly Connect and click on ‘Save and Send Test Request’ to see if the data is captured correctly.
If the test is successful, you should see the new record reflected in your Stackby table. Keep in mind that the trigger is polling based, so it may take a few moments for the data to sync completely. If the data does not appear immediately, wait a few minutes and refresh your Stackby table.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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5. Real-Time Sync and Conclusion
With the integration set up, any new record created in Airtable will automatically sync to Stackby through Pabbly Connect. This automation saves you time and ensures that your data is always backed up in Stackby without manual intervention. You can verify this by adding more records and observing the updates in real-time in Stackby.
In conclusion, using Pabbly Connect to sync data between Airtable and Stackby is a straightforward process. By following the steps outlined in this tutorial, you can automate your data management tasks efficiently. This integration not only enhances productivity but also provides a reliable backup of your records.