Get one month of *Make* for free at the pro plan with 10,000 operations - 👉 www.make.com/en?pc=gapconsulting& Plus, grab my free automation training here - 👉 garethpronovost.com/webinar-registration
My mind is blown! You truly do a great job with explaining everything. PS. I didn't realize you have a Make affiliate link and had already registered :(
Thank you so much, this video have been helped me so much!! Jsut look into the plans that make and zapier offering, make provide more in its free plan.
Looking more into Make since you mentioned preferring it now over Zapier. I've used it a couple times for students since Zapier's free plan isn't great. Seems like the biggest challenge for switching is having grown accustomed to Zapier watching for changes every minute and not counting that against my task limit. For Make, if you have anything that's timely you need to design the automation to use an instant trigger. (And even for things that don't need the 1-minute automation, I've almost come to expect it.) But the price difference is good enough that at least for personal projects I'm likely to build some and see how it goes.
Glad to hear it! To help with the instant trigger, I often use a simple script trigger that you can explore in this video: czcams.com/video/R87JjAWgf4c/video.html
Is it possible to use a similar setup to make a search for a field in an adjacent table through a linked record? Essentially I am trying to use a 'search records' to bypass the need for an extra lookup field on my source table. I have many linked records and I'm trying to compile a few data points from each linked record each for a report. When I set up your search formula with my data fields, linked fields and lookup fields don't seem to populate the same as your example.
I am inclined towards learning automation. I am digital marketing student but we have not been taught automation. Can you suggest some free course and free tools to learn without spending monthly $$$$
This is awesome...but I have a couple of questions. 1. Can you set up a module that adds information to two different bases? 2. If the second base is built from a sync to the first (ie we have a number of project bases that are all synced from a master CRM), will the sync delay from the first base (normally a few minutes) cause an issue in Make when it is trying to find a record number for the second base? (Sorry if that does not sound clear)
Hi! Yes you can build an automation to send data to two bases, but you're definitely correct about the delay for synced tables. To overcome this, I'd recommend adding a time delay in your Make automation so it can allow the sync to catch up!
Hi! is there a way to create a trigger that is activated each time a record is created or a checkbox fields is checked.... lets say for example I am creating a record in my customers table, when i finish inputing the information to click on a checkbox field and this to trigger something in make to duplicate a template documento in google drive with the name of my new customer
Hi Gareth, First, thank you for this tutorial! Can Make or airtable find the Record ID from 2 fields? My case scenario is that some of my customers share the same email address (and phone number). I want Make to find the record ID from the email address and the first name to update the correct individual. How would I go with this?
Yes, you can do this! You'd need to write a formula that compares the related fields and use it in your "Find" formula in Make. For example... AND ( 'FirstName' = {First Name} , 'Email' = {Email} )
Get one month of *Make* for free at the pro plan with 10,000 operations - 👉 www.make.com/en?pc=gapconsulting&
Plus, grab my free automation training here - 👉 garethpronovost.com/webinar-registration
Excellent. I have scratched my head over. Make a good bit and that is very helpful.
The smart link part was useful, thanks
Glad to help 💪
Thanky you soo much for this video. I've had problems to connect GSheets with Airtable and your explanation helped me.
Happy to help 😄
My mind is blown! You truly do a great job with explaining everything.
PS. I didn't realize you have a Make affiliate link and had already registered :(
haha - all good! Just glad to share some 🧠
Thanks for the video. Would you recommend switching from Zapier to Make based solely on pricing? Is it cheaper?
Oh yes, much cheaper! It's a bit more difficult to learn, but I prefer it to Zapier these days
Thank you so much, this video have been helped me so much!! Jsut look into the plans that make and zapier offering, make provide more in its free plan.
You're very welcome! Zapier is a great tool, but I really prefer Make for robust automation and pricing!
Super helpful. Thank you!
So glad it helped!
Looking more into Make since you mentioned preferring it now over Zapier. I've used it a couple times for students since Zapier's free plan isn't great. Seems like the biggest challenge for switching is having grown accustomed to Zapier watching for changes every minute and not counting that against my task limit. For Make, if you have anything that's timely you need to design the automation to use an instant trigger. (And even for things that don't need the 1-minute automation, I've almost come to expect it.) But the price difference is good enough that at least for personal projects I'm likely to build some and see how it goes.
Glad to hear it! To help with the instant trigger, I often use a simple script trigger that you can explore in this video: czcams.com/video/R87JjAWgf4c/video.html
This will help you from burning all those operations unnecessarily in Make 💪
Great Tutorial - thank you for bringing such cool information out! Thank you!
Glad to help and thanks for watching! 🙏
Muchas gracias, me estaba rompiendo la cabeza para solucionarlo. Me alegraste la mañana
(like, for you)
thank you!
It helped me so much, thanks ! 😍🤩
Glad it helped!
Is it possible to use a similar setup to make a search for a field in an adjacent table through a linked record? Essentially I am trying to use a 'search records' to bypass the need for an extra lookup field on my source table. I have many linked records and I'm trying to compile a few data points from each linked record each for a report. When I set up your search formula with my data fields, linked fields and lookup fields don't seem to populate the same as your example.
I am inclined towards learning automation. I am digital marketing student but we have not been taught automation. Can you suggest some free course and free tools to learn without spending monthly $$$$
Most all automation tools have free plans. Zapier and Make are our favorites 👌
This is awesome...but I have a couple of questions. 1. Can you set up a module that adds information to two different bases? 2. If the second base is built from a sync to the first (ie we have a number of project bases that are all synced from a master CRM), will the sync delay from the first base (normally a few minutes) cause an issue in Make when it is trying to find a record number for the second base? (Sorry if that does not sound clear)
Hi! Yes you can build an automation to send data to two bases, but you're definitely correct about the delay for synced tables. To overcome this, I'd recommend adding a time delay in your Make automation so it can allow the sync to catch up!
Nice!!!!
Hi! is there a way to create a trigger that is activated each time a record is created or a checkbox fields is checked.... lets say for example I am creating a record in my customers table, when i finish inputing the information to click on a checkbox field and this to trigger something in make to duplicate a template documento in google drive with the name of my new customer
Yes, that's totally possible! You can trigger from a new record creation, as well as from a record meeting conditions (like a checkbox)
Please update with upsert module, routing is not needed now for AirTable in Make.
Will do!
What is the "Upsert" module in Make? Care to elaborate?
Hi Gareth,
First, thank you for this tutorial!
Can Make or airtable find the Record ID from 2 fields?
My case scenario is that some of my customers share the same email address (and phone number). I want Make to find the record ID from the email address and the first name to update the correct individual. How would I go with this?
Yes, you can do this! You'd need to write a formula that compares the related fields and use it in your "Find" formula in Make. For example...
AND ( 'FirstName' = {First Name} , 'Email' = {Email} )
@@GarethPronovost Thank you for your quick and effective response! you save my day! I’ve been looking for over a week.