When you make a new table from Airtable, is that a 1-time sync or will updated data in Airtable be reflected in Clay? At first glance, it looks like a 1-time sync (or it simply takes very long). View the 2nd and 3rd screenshot below. Is there no bi-directional sync option between Airtable and Clay...?
The Airtable integration in Clay offers multiple sync options, not just a one-time sync. You can: • Pull records from Airtable into Clay• Create new records in Airtable from Clay• Update existing records in Airtable• Perform upsert operations (create or update records based on matching values)While this allows for data flow in both directions, it's important to note that these are action-based syncs rather than automatic real-time bi-directional synchronization. You'll need to use the appropriate action (create, update, upsert, or pull) depending on your specific needs. Sources: Airtable integration overview | Documentation | Clay University Upsert Record with Airtable Pull Records from Airtable with Airtable
No, "lookup" is just one of several available actions in the Airtable integration. The complete set of actions includes: • Create records - Create new records in Airtable• Lookup records - Check if specific records exist in Airtable• Update records - Modify existing records in Airtable• Upsert records - Create or update records based on matching valuesThe "lookup" action specifically allows you to check if a record exists in your Airtable base using certain search criteria. Sources: Airtable integration overview | Documentation | Clay University Lookup Record with Airtable
So, where is "pull" then?
The "Enrich your Data with Airtable" action is what you're looking for - this is the action that lets you pull records from your Airtable into Clay.The Airtable integration offers these main actions: ** Create records ** Lookup records ** Update records ** Upsert records * Enrich your Data (pull records)You can access these actions by connecting your Airtable account through either the enrichment panel or by going to Settings > Connections. Sources: Airtable x Clay integration | Clay.com Enrich your Data with Airtable | Clay.com Airtable integration overview | Documentation | Clay University
What to enter in "Lookup Value or Formula" if I just want a simple static value from Airtable?
For the "Lookup Value" field, you should enter the specific value you want to search for in your Airtable base. This would be the exact value that matches what's in your Airtable column that you're searching against.For example: ** If you're looking up a person's name, enter the name exactly as it appears in Airtable ** If you're looking up an ID, enter the specific ID * If you're looking up any other static value, enter it exactly as it appears in your AirtableThe lookup will then check if a record exists in your Airtable base using this search criteria. Sources: Airtable integration overview | Documentation | Clay University Google Sheets integration overview | Documentation | Clay University
So, whenever I update a record in Airtable, I need to manually trigger the lookup?
So, there's no way to have an automated sync of my Airtable data to Clay, is that right?
Yes, you can automate data imports from Airtable to Clay in two ways: 1. Using webhooks: • Create a new webhook in Clay by selecting "Import data from Webhook" • Set up the table to receive your data • Use the generated endpoint with automation tools like Zapier or Make.com to connect with Airtable 2. Using auto-update: • When enabled, auto-update automatically runs all columns whenever rows are added or edited in your table • You can enable/disable this feature through your table settings dropdownNote: While auto-update is convenient, consider turning it off while building your table to avoid unnecessary credit usage. You can enable it once your setup is finalized. Sources: Import Data to Clay Using Webhooks Configuring your table settings | Documentation | Clay University Guide: Ways to save Clay credits | Documentation | Clay University
2 doesn't help because the update happens in Airtable, not in Clay, no?
1 gets expensive quickly if there are 1,000s of updates..
Yes, you can automate syncing updates from Airtable to Clay using webhooks. Here's how: 1. In Clay:
• Click the + Create New button
• Scroll to the "Other" section
• Select "Import data from Webhook"
• Choose or create a table to receive the data
• Copy the generated webhook endpoint
2. Then use an automation tool (like Zapier or Make.com) to:
• Set up a trigger for when records change in Airtable
• Connect it to send data to your Clay webhook endpointThis will allow you to automatically sync data whenever changes occur in your Airtable base.
Sources:
Airtable integration overview | Documentation | Clay University
Import Data to Clay Using Webhooks
For high-volume data updates from Airtable to Clay, passthrough tables are the most cost-effective solution, but this feature is only available to enterprise customers.With passthrough tables, you can: 1. Send data to Clay 2. Enrich the data 3. Send it back to your system 4. Automatically delete the data from Clay to make room for moreThis helps manage large volumes of data efficiently while bypassing the standard row limit.If you're not an enterprise customer, you may want to consider batching your updates or reaching out to discuss enterprise options for your high-volume needs. Sources: Configuring your table settings | Documentation | Clay University Send Data from Google Sheets to Clay Using a Webhook
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