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Airtable automation for your records

From any step, list, get, create, update, upsert and delete records in your Airtable bases.

Airtable becomes the log behind your money workflows: every M-Pesa payment, every invoice sent and paid, every payout made, and every customer with what they bought.

See 7 Airtable templates

What you can automate with Airtable

Actions: Do this in a workflow

  • Airtable

    List, create, update, upsert and delete records in your Airtable bases.

    • List
    • Get
    • Create
    • Update
    • Upsert
    • Delete

Ready-made Airtable templates

BusinessWooCommerce M-Pesa Store on AutopilotYour whole order process, hands-free. A customer orders on your WooCommerce store and their phone gets an M-Pesa prompt for the exact total. Once they pay, the order is marked paid with the M-Pesa receipt, they get a PDF receipt by SMS, they go into HubSpot with a won deal, and the sale lands in your Airtable sales log. Then every customer gets the right thank-you: big orders get a personal note written by AI and you get a VIP alert, returning customers get a welcome-back SMS with a discount code, and first-timers get you a WhatsApp ping. If they do not pay, they are texted a card payment link and the order is flagged for follow-up. 23 steps, zero manual work.
  • +11
BusinessAI Daily Briefing for Shopify Stores on WhatsAppWake up to your business, summarised. Every morning at 7:00 it pulls yesterday's paid orders from Shopify (revenue, average and biggest order, plus a spreadsheet), checks what is running out of stock, totals your unpaid invoices in Airtable, and searches the web for news in your market. AI turns all of it into a short WhatsApp briefing with your three priorities for the day, and every briefing is saved to Airtable. At the same time, customers with overdue invoices get a polite SMS reminder with their pay link - at most once every 3 days. 19 steps, one message, before your first cup of tea.
  • +9
BusinessM-Pesa Bulk Payment Every Friday from AirtableEvery Friday it pays everyone marked Approved in your Airtable payouts table - riders, suppliers, agents, commissions - straight to M-Pesa, writes Paid and the M-Pesa receipt back on each row, and sends you a summary. Each row can only ever be paid once, and daily and per-person limits stop mistakes.
  • +3
BusinessM-Pesa Receipt by SMS for Every PaymentEvery payment to your Paybill or Till gets a branded PDF receipt, sent to the customer by SMS within seconds, and a row in your Airtable payments log. No more "please send me a receipt" calls, and month-end reconciliation is a filter, not a phone scroll.
  • +3
BusinessSend an Invoice with a Paystack Payment LinkSend the invoice details from your website form, CRM or another workflow, and the customer gets one email with a PDF invoice and a Paystack link to pay by card, M-Pesa or bank. The invoice is logged in Airtable as Sent. Pair it with "Paystack Webhook: Mark Invoices Paid and Send Receipts" to close the loop.
  • +4
BusinessPaystack Webhook: Mark Invoices Paid and Send ReceiptsThe moment a Paystack payment succeeds, the matching invoice in Airtable is marked Paid, the customer gets a PDF receipt by email, and you get a WhatsApp. Works with "Send an Invoice with a Paystack Payment Link" or any Paystack payment.
  • +3
BusinessStripe Receipt Email and Airtable Customer ListFor international card sales: when a Stripe Checkout completes, the buyer gets a branded PDF receipt by email and is added to (or updated in) your Airtable customer list with what they bought.
  • +3

Questions

How do I connect Airtable?
With an Airtable personal access token. Then pick the base and table in the step.
What is upsert?
Update the record if it exists, create it if not, so a returning customer is not added twice.
Can it delete records?
Yes, with the delete operation.
Can I pay people from Airtable?
Yes. A template pays every Approved row by M-Pesa and writes the receipt back.

Automate Airtable today

Start free with 3 workflows. No card needed. Install a template or build your own on the canvas.