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Issues with Airtable Data Updates in Clay Integration

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Hey Clay crew šŸ‘‹ I’m having an issue with the ā€œEnrich your data from Airtableā€ source that I can’t figure out. When I update records in my Airtable base, the changes aren’t reflected in Clay after re-running the source. When I update a value in Airtable (e.g., changing a text property from ā€œFooā€ to ā€œBarā€), then re-run the Airtable source in Clay, the Clay table still shows the old value. I’ve tried both scheduled and manual re-runs of the source. I’m considering a workaround using webhooks to send Airtable updates to a new table and using ā€œfind row in another tableā€ to merge them, but it’s quite clunky. Really hoping to avoid that route! Is this the expected behavior of the Airtable integration? Or am I missing something in the setup? The documentation doesn’t seem to address whether re-running should update existing records. Thanks for any help or insights!

  • Avatar of Channeled
    Channeled
    APP
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    The Airtable integration in Clay allows you to pull records from Airtable bases into Clay tables. While you can perform various actions like creating, updating, and upserting records, these are separate functionalities from the basic pull/sync operation. To properly sync updated data from Airtable to Clay, you'll need to: 1. Ensure your linked Airtable account has the correct access permissions to the bases you want to connect 2. Verify the Base ID is correctly configured in your setup If you're still experiencing issues with updates not reflecting after following these steps, you should request human support as this may indicate an unexpected behavior that needs investigation.

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    Channeled
    APP
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    Did that answer your question?

  • Avatar of Channeled
    Channeled
    APP
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    Looks like you're still looking for help.

    If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!

  • Avatar of Mark J.
    Mark J.
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    Oh wow-just realized that scheduled runs are a pretty new feature! I’m hoping this is just a bug that hasn’t been worked out yet because the feature announcement video makes it seem like this should work.

  • Avatar of LuisArturo
    LuisArturo
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    Hey there Mark, just to clarify this is the expected action within Clay when it comes to creating a table from Airtable or any other database such as HubSpot or Salesforce. If you want to see any of the updated values from Airtable inside of your Clay table you will have to use the Airtable lookup integration to do so. This same logic would follow for the HubSpot and Salesforce databases as well.

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  • Avatar of Mark J.
    Mark J.
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    thanks for clarifying LuisArturo. A couple follow up questions, in that case:

    • Is it possible to run the lookup integration on a schedule so that I can keep the Clay table in sync with the changes in the Airtable base?

    • Does the Airtable source remove deleted records the Clay table when it runs?

  • Avatar of Stefano
    Stefano
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    Hi, unfortunately we cannot run this on a schedule yet. Only sources (find people, find jobs etc.) can be run on a schedule. Our engineering team is actively working to integrate these scheduled runs for other enrichments as well. Unfortunately, the Airtable source cannot auto-remove the deleted records, but we hope to unroll an auto-delete feature soon in our software.

  • Avatar of Mark J.
    Mark J.
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    Thanks for the info Stefano! Just to clarify, are you saying that this configuration wouldn’t automatically re-run the update record column at regular intervals? Can you suggest a workflow for updating or syncing records from an external data source that users are using today?

  • Avatar of Mark J.
    Mark J.
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    Bo (. thank you for the clarification. I think I've got enough direction to do what I needed to do. Could you please remove the video from the slack thread and https://community.clay.com/x/support/uuwcz4r7zczc/issues-with-airtable-data-updates-in-clay-integrat since it shows some sensitive data from our CRM?

  • Avatar of Bo (.
    Bo (.
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    Done āœ… Let us know if we can do anything else for you here. :)

  • Avatar of Mark J.
    Mark J.
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    Thanks!