Zapier is a tool that helps you integrate workflows between different apps — no code necessary. When an event happens in one app, Zapier will be triggered to tell another app to perform a particular action, according to the Zap you create. In this tutorial, you will learn how to connect Octoparse to Airtable via Zapier, allowing your file to export directly, then create events, notifications, or tasks directly from Airtable entries.
Please note that every line of data delivered with this Zap will cost ONE Zapier task!
Take the fast lane by using this Octoparse X Dropbox template:
To create a new Zap click on "Create Zap" on your Zapier account page:
Step 1. Setup the Trigger:
Choose Octoparse as the trigger app and select New Document Processed as the Trigger Event. We also recommend you rename your Zap at this stage in the left top corner.
Choose or connect your Octoparse account to Zapier.
Select your target Octoparse task by choosing the belonging group in Octoparse or search by Task ID, then select your ideal Task Status (multiple choices are available)
By clicking continue, Zapier will allow you to test your trigger at this stage, 2 scenarios might happen -
- if the test result is “We found a task!” with a csv as a file, please proceed to step 2.
- if the test result is “We found a task!” with null as the file, it means the target Octoparse task you have selected has no available cloud data, please go back to Octoparse to run the task in the cloud then test the trigger again when data of the target task are extracted.
Step 2. Setup the Action:
Choose Airtable as the action app and for Action Event:
- Create Record - whenever Octoparse extracts new data of your target task, a new record with the file attached will be created (you will get multiple records)
- Update Record - the chosen record will be replaced whenever Octoparse extracts new data of your target task (you will always have only 1 record)
Select or connect your Airtable account to Zapier (an API key can be generated in your Airtable Account Page), then choose the target folder in your Airtable.
Pick your Airtable Base and Table under the Set up action (also Airtable Record if Update Record was chosen as the Action Event), you can name the Airtable record and leave notes, do not forget to select your file as Attachments.
Convert to Document - “Ture” means an editable document would be generated and “False” means an un-editable .cvs file would be generated
File Name - It is recommended at this stage to rename your file under this field, otherwise the file name will be automatically generated according to Octoparse which can be very long in most cases.
By clicking continue, you will be able to test and review the entire Zap, if the result is to your satisfaction, you are all set to turn on the Zap!
Click here to explore more use cases with Zapier and Octoparse.