I’m looking to enrich an entry in my Airtable People database with Clay. The Airtable record starts with just a LinkedIn URL, which I send to Clay via Zapier. I can then get the full enriched record in my Clay table, and can update the original Airtable record with most info, but not the Organization field (or any other linked field for that matter). Presume I need to do a lookup etc. Any suggestions for how to do this?
For updating linked fields like Organization in Airtable with Clay-enriched data, you can use either the Update Record or Upsert Record actions. Here's how: 1. First, use the Lookup Record action in Airtable to find the Organization record you want to link to. 2. Then, use either: • Update Record: When you know the record exists and have its ID • Upsert Record: When you want to create or update based on matching valuesBoth actions support updating any field type, including linked records, as long as you provide the correct field format according to Airtable's API requirements.Make sure your Airtable account is properly connected to Clay with the necessary permissions to modify the bases you're working with. Sources: Upsert Record with Airtable Update Record with Airtable Airtable integration overview | Documentation | Clay University
You can setup a lookup and keep linking the records via api in airtable
can be done within clay
setup a lookup field in people table in airtable and then you can setup http integration to link that record to pull data from org table
Yes, you can handle linked fields in Airtable directly through Clay's integration. The Airtable integration in Clay provides several actions that can help with this: 1. Use the Lookup Record action to find existing records 2. Use Update Record to modify existing records 3. Use Upsert Record to create or update based on matching valuesThese actions support all field types in Airtable, including linked records, and can be configured directly within Clay.Make sure your Airtable account is properly connected to Clay with the necessary permissions to access and modify the bases you're working with. Source: Airtable integration overview | Documentation | Clay University
To set up and use a lookup field to pull organization data in Airtable through Clay, follow these steps: 1. In your Airtable People table, create a lookup field that will connect to your Organization table. 2. In Clay, you can use the Lookup Record action to find and match organization records. This requires: • The Base ID of your Airtable • Appropriate lookup criteria to match the organization records 3. Once you've added new company data to your organization table, you can rerun the lookup in your people table. This will pull the enriched company data into your people table, giving you a complete view of each contact's company context.Make sure your Airtable account is properly connected to Clay with the necessary permissions to access the bases you want to work with. Sources: Airtable integration overview | Documentation | Clay University Lookup Record with Airtable Enrich People (Waterfalls) [Automated Outbound] - Clay University
Thanks both. Would be great to have more details of the steps - assume I am adding an organization since it’s not in the existing airtable org table. First, presume best to match on the URL of the org, not the org name as there can be variations? And then do I create a new entry in the org table as a step, and then do the people update step?
Here's how to add a new organization and link it to people in Airtable using Clay: 1. First, use the "Create Record" action in Clay to add the new organization to your Airtable organization table: • Select your Airtable Base ID • Fill in the organization details in the additional fields 2. After adding the organization, you can use the "Upsert Record" action to update your people records: • Specify the Base ID and match criteria • Include the new organization reference in the fields to update 3. Once the new organization data is in your organization table, simply rerun the lookup in your people table. This will pull the enriched company data into your people table, giving you a complete view of each contact's company context. Sources: Airtable integration overview | Documentation | Clay University Create Record with Airtable Upsert Record with Airtable Enrich People (Waterfalls) [Automated Inbound] - Clay University
(Tried to follow the clay guide linked but just goes to an Airtable API guide which is impenetrable…)
I understand your frustration. Let me help clarify the process using Clay's Airtable integration: 1. To create a new organization record in your Airtable organization table: • Use Clay's "Create Record with Airtable" action • You'll need your Airtable Base ID • Fill in the organization details in the provided fields 2. To link this organization to people records: • Use the "Lookup Record with Airtable" action to find and match records • Then use "Create Record" or "Update Record" actions to establish the connectionIf you need more detailed guidance, I recommend checking Clay's documentation at docs.clay.com for step-by-step instructions. Would you like me to explain any specific part of this process in more detail? Sources: Create Record with Airtable Airtable x Clay integration | Clay.com
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Hi Stephen, thanks for reaching out! Stephen - Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1736194500&signature=c5c3a0274ebd841a0e22e96631f310e4cbcd1b2cbb02175371d0c762a8b89a6b&req=dSEgF85%2FmohWX%2FMW1HO4zYTywS39D5MT2BKsam%2FhVPsDpQ%3D%3D%0A
Hi Tanvi - here you go: https://app.clay.com/workspaces/393040/tables/t_si5rqrkcpWcT/views/gv_yUWsZ7ujneZM
I’ve managed to do an Upsert to add the Organization (from the Clay Org field in the Person) to the Airtable Organization table, so all of the orgs should now be in the Airtable Org table. I now need to add in the Org name to the Org field in airtable, which is a linked field.
Hey, thanks for reaching out Stephen - I do see that in your Upsert, you're adding a Org Name - Is this fixed? Typically to update fields that would be via the actions that are already in your table yes. https://downloads.intercomcdn.com/i/o/w28k1kwz/1323683391/78dfadbd11e462804a95f29c74ed/CleanShot+2025-01-06+at+_59WNJIUOQS.png?expires=1736206200&signature=58b6ac91a444821313f3fcf033a96ffd774ecff322d2176f7df7cf1b7f9e34b8&req=dSMlFc92noJWWPMW1HO4zRD846ja7YlXtkPDCDfVTSzCjXfRtUR54MQzCaaP%0A9Tpg%0A
Hi Bo - yes i’d like to add the org name to the person’s profile in Airtable.
Sorry, not sure what you mean here? “Typically to update fields that would be via the actions that are already in your table yes.”
The info in the Clay field Company - Experience is what I’d like to include in the Aritable Org field (which is a linked field)
I recorded a quick video for you: https://cln.sh/FV73czqt Let me know :)
Thanks Bo - heres’s my response… https://www.loom.com/share/95fa812bbc86437383773f28c6fd5172?sid=c075f95f-1e7a-4fda-a212-ebcc8cf63b23 I can’t get the Org info into the Airtable Org field because it is a linked field
I see - Can you ask their team what they would recommend to do here? You're receiving this error: "Value is not an array of record IDs" indicates the input needs to be modified. And this is the action you're trying to do: { actionName: 'update-record', inputs: { baseId: 'applCpYqJ7W6ipOO0', 'fields|id': 'recZpaYzwUvMvkYOF', 'fields|Name': 'Benjamin Pratt', 'fields|Title': 'Chief Operating Officer', 'fields|Country': 'Japan', 'fields|Headline': 'Co-Founder and COO at HekaBio K.K.', 'fields|Headshot': '[URL removed for brevity]', 'fields|Location': 'Tokyo, Japan', 'fields|Tags CSV': 'Chief Operating Officer, Co-Founder, leadership,...', 'fields|Education': 'USC Marshall School of Business', 'fields|Followers': 1484, 'fields|Node Type': 'Person', 'fields|Connections': 1475, 'fields|Description': '', 'fields|Organization': 'HekaBio K.K.', 'fields|Innovator type': '', 'fields|ClayInputTableId': 'tblIVOulLY6WkSSWY' } } But when you add HekaBio, it's not working and when you're removing it, it does. Could you also let me know what they are saying here?
What team do you recommend I ask?
Stephen J. you can not directly update the organization via clay with your current setup Organization column is a linked record and is importing values from the organization table and it must always import the values from the organization talbe, you can not directly overwrite it with a text field - it has to be a linked record. You will need to use a link record api end point by airtable to be able to match up org names and link them. Another option would be if you have org and people data in a single table in clay then you can also create an organization field within airtable (people table) as a text field and directly push the ORG data in there.
Thanks Muhammad, that makes sense. Will explore both approaches!
Thanks. No I didnt figure it out so have given up for now - seems to be remarkably hard!
Just wanted to follow up on a previous thread from a couple of days ago. If you get a chance to solve it, please give us an update. I'm really curious on this one! I heard the Airtable forum is usually also quite helpful on these matters. Cheers, - Daniel
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