How to Add New Nifty Tasks in Airtable as Records Using Pabbly Connect

Learn how to seamlessly integrate Nifty PM with Airtable using Pabbly Connect to automate task management effortlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Nifty and Airtable Integration

To integrate Nifty PM with Airtable, start by accessing Pabbly Connect. This powerful automation tool allows you to create workflows that connect different applications seamlessly. Sign up for a free account on the Pabbly Connect website, and after logging in, you will land on the dashboard.

Click on the ‘Create Workflow’ button to initiate the setup process. Name your workflow something relevant, like ‘Nifty PM to Airtable Tasks’. After naming your workflow, click on the ‘Create’ button to proceed to the workflow page, where you will set up the trigger and action modules for your integration.

2. Creating the Trigger in Pabbly Connect for Nifty PM

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Nifty PM as your trigger application. The trigger event you need to choose is ‘Task Created’. This event will initiate the workflow whenever a new task is created in Nifty PM.

• Select Nifty PM as the trigger application.
• Choose the trigger event ‘Task Created’.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting Nifty PM to Pabbly Connect. You will use this URL in the next steps to establish the connection.

3. Configuring Nifty PM to Send Data to Pabbly Connect

Now, navigate to your Nifty PM account to configure the webhook. Click on your profile icon, then go to ‘Profile Settings’. From there, select ‘App Center’ and click on ‘Integrate with API’. Here, you will create a new app that will send task data to Pabbly Connect.

• Click on ‘Create a New App’.
• Provide a name and description for your app.
• Paste the webhook URL from Pabbly Connect into the endpoint URL field.

After configuring the app, ensure that you check the box for ‘Task Created’ under the scopes. This setup allows Nifty PM to send task data to Pabbly Connect whenever a new task is created.

4. Capturing Task Details in Pabbly Connect

Once the webhook is configured, it’s time to test the connection. Go back to your Nifty PM and create a new task. This task will trigger the webhook, and Pabbly Connect will capture the task details. After creating the task, check Pabbly Connect for the captured data.

In this step, you will see the response from Nifty PM, which includes the task ID and other relevant details. However, to get the complete task details, you need to add another action step to retrieve the task details using the task ID captured in the previous step.

5. Sending Task Data to Airtable Using Pabbly Connect

Now that you have the task details, you can send this data to Airtable. In Pabbly Connect, add another action step and select Airtable as the application. Choose the action event as ‘Create Record’. This step will allow you to create a new record in Airtable for each task created in Nifty PM.

During this step, you will need to provide your Airtable API key and select the base and table where the task data will be sent. Map the task name, description, and due date from the previous steps to the corresponding fields in Airtable. Once you map the fields, test the action to ensure data is being sent correctly.

After testing, you should see the new task record appear in your Airtable base. With this integration set up using Pabbly Connect, every time a new task is created in Nifty PM, it will automatically be added to Airtable, streamlining your task management process.

Conclusion

Integrating Nifty PM with Airtable using Pabbly Connect automates your task management seamlessly. This setup allows you to keep track of tasks efficiently and visualize your project progress without manual input. By following the steps outlined above, you can set up this integration quickly and start enjoying the benefits of automation in your workflow.