How to Create Tookan Pickup Tasks from New Airtable Records Using Pabbly Connect

Learn how to automate the creation of Tookan pickup tasks from new Airtable records using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Airtable to Tookan Integration

To create Tookan pickup tasks from new Airtable records, we will use Pabbly Connect. This automation tool allows seamless integration between Airtable and Tookan, minimizing manual effort. Start by signing up for a free Pabbly Connect account to access the automation features.

Once you have your account, log in to Pabbly Connect and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the setup. Name your workflow, for example, ‘Airtable to Tookan’, and click on the ‘Create’ button to proceed.

2. Configuring the Trigger Event in Airtable

The trigger event is essential as it starts the workflow. In this case, the trigger will be a new record added to Airtable. In the Pabbly Connect interface, search for ‘Airtable’ and select the trigger event ‘New Record’. Click on ‘Connect’ to establish the connection. using Pabbly Connect

• Select ‘Add New Connection’ to connect your Airtable account.
• You will need to provide the API key from your Airtable account settings.
• After entering the API key, select the base named ‘Token Pickups’ from the dropdown.

Ensure you have a ‘Created Time’ field in your Airtable base, which will serve as the trigger for this workflow. This field captures the date and time when the record is created and is crucial for the automation.

3. Capturing Data and Formatting Dates

After setting up the trigger, you will capture the data from Airtable. Click on the ‘Save and Send Test Request’ button to fetch the data from the new record. This will display all relevant details such as task description, pickup person’s name, and delivery date.

Since Airtable sends date data in UTC format, we need to convert it to Indian Standard Time (IST). Use the ‘Date Time Formatter’ feature in Pabbly Connect. Select the action event ‘Format Date with Time Zone’ and map the delivery date field from the previous step. Choose the appropriate formats for conversion to ensure the time reflects IST.

4. Creating a Pickup Task in Tookan

With the data correctly formatted, the next step is to create a pickup task in Tookan. In Pabbly Connect, search for ‘Tookan’ and select the action event ‘Create a Pickup and Delivery Task’. Click on ‘Connect’ and enter the API key obtained from your Tookan account settings. using Pabbly Connect

• Map the necessary fields such as Order ID, Task Description, Pickup Person’s Name, and Address.
• Ensure to include the correctly formatted delivery date from the previous step.
• Once all fields are mapped, click on ‘Save and Send Test Request’ to create the task.

Upon successful completion, Pabbly Connect will confirm that the task has been created in Tookan, reflecting all the details entered in Airtable.

5. Finalizing Your Automation Setup

After testing the connection and ensuring that the task is created in Tookan, your automation setup is complete. This means every time you add a new record in Airtable, a corresponding pickup task will automatically be created in Tookan without any manual intervention.

By using Pabbly Connect, you have streamlined your workflow, allowing for efficient task management and delivery tracking. This integration not only saves time but also reduces the chances of errors in task creation.

Conclusion

In this tutorial, we explored how to automate the creation of Tookan pickup tasks from new Airtable records using Pabbly Connect. By following the steps outlined, you can efficiently manage your delivery tasks with minimal manual effort. This integration enhances productivity and ensures timely task management.