Streamline Your Workflow: Create Nifty PM Tasks from New Airtable Records with Pabbly Connect

Learn how to automate task creation in Nifty PM from new Airtable records using Pabbly Connect. A step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create Nifty PM tasks from new Airtable records, you first need to set up Pabbly Connect. This platform allows seamless automation between applications without any coding. Start by visiting the Pabbly Connect landing page and signing up for a free account to access automation tasks every month.

Once signed in, select the Pabbly Connect product from your dashboard. Click on the ‘Create Workflow’ button, and give your workflow a suitable name, such as ‘Airtable Records to Nifty PM Tasks.’ After naming, click on the ‘Create’ button to proceed to the workflow setup.

2. Trigger Setup with Airtable in Pabbly Connect

In this section, we will configure Airtable as the trigger application in Pabbly Connect. The trigger is the event that starts the workflow; in this case, it will be a new record added to Airtable. Search for Airtable in the trigger application field and select it.

• Choose ‘New Record’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’ to authenticate Airtable.
• Follow the instructions to generate an API token from Airtable’s Developer Hub.

Once you have generated the API token, paste it into the connection field in Pabbly Connect and click ‘Save’. After successful connection, you will be prompted to select the base and table from Airtable that you are working with.

3. Mapping Airtable Fields in Pabbly Connect

Next, you will need to map the relevant fields from Airtable to use them in creating tasks in Nifty PM. In Pabbly Connect, after selecting your base, ensure you have a ‘Created Time’ field that will serve as your trigger field. This field captures the date and time when a new record is added.

Once the trigger field is set, click on ‘Save and Send Test Request’ to capture the most recent entry from Airtable. This will allow you to see the data that will be sent to Nifty PM when a new record is created.

4. Action Setup for Nifty PM in Pabbly Connect

Now, it’s time to set up Nifty PM as the action application in Pabbly Connect. Search for Nifty PM in the action application field and select it. For the action event, choose ‘Create Task’ and click on ‘Connect’ to authenticate your Nifty PM account.

After successfully connecting, you will need to map the fields received from Airtable to the corresponding fields in Nifty PM. This includes the task name, description, project ID, and due date. Ensure that you format the due date correctly as specified in the instructions provided by Pabbly Connect.

5. Testing and Saving the Integration

To finalize the integration, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will create a test task in Nifty PM using the details mapped from Airtable. Check Nifty PM to confirm that the task has been created successfully.

Once confirmed, your workflow is complete. Every time a new record is added to Airtable, a corresponding task will automatically be created in Nifty PM through Pabbly Connect. This automation will work silently in the background, saving you time and effort.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Nifty PM tasks from new Airtable records. This integration streamlines your workflow, ensuring that tasks are created automatically without manual intervention, thus enhancing your productivity.