Add product options to Airtable

🔧 Setup is needed:
🔌 Connect with Airtable
➕ Add Base ID and Table Name
✅ Save and enable your workflow to start automating!

This template will add product options from Infinite Options to an Airtable Base when an order is created. 

Let’s get started 🚀

Follow the steps below to set up this workflow.

1. In the Infinite Options Order Created step, hit the Done button.

2. Hit the Save button at the top of the workflow to save your changes before proceeding to the next step.

3. In the Airtable Add Record step, create a credential connecting Airtable to MESA by adding the API key from your Airtable account page.

If you already have an existing Credential, select it from the Existing Credentials drop-down menu. Then, hit the Done button.

4. View this Airtable Base and click Copy Base at the top right corner.

🗒 Note: It is recommended to fill the first row with example data so that all Table fields can be retrieved. This can be seen on the Airtable Base you just copied.

5. Change the last two column headers (infinite_options_1, infinite_options_2) to match the Label on Carts that you set up in Infinite Options. In the screenshot below, they have been changed to "Size" and "Color".

Add one column header for any additional Label on Carts that you would like to save in your Base's table.

6. Go back to the workflow and on the Step Configuration section, add your Base ID in the Base field.

To find your Base ID, go to https://airtable.com/api, click on the name of your Base from the list. 

On the next page, your ID will be listed in green next to the label "The ID of this base is". (Example: appmjNDDMZPyR1sur)

7. To pull in the changes you made on your Airtable's Base. Click the Retrieve Table Fields button.

Your fields will display in the order that they were defined when you set up your Airtable Base's table. If you are viewing your table's data in an Airtable View, the order of the columns may be different.

8. In the Fields section, update the Tokens for your Infinite Options fields by clicking the Tokens selector {+} icon. A menu will pop up on the right-hand side and under the Loop icon, select from the list of Tokens that represent the option selections.

🗒 Note: When selecting tokens, keep in mind that the data must match what your table's field types are expecting in Airtable. Learn more about field types.

9. Hit the Done button at the top or bottom of the Step Configuration section.

10. At the top of or below the workflow, hit the Save button to save your changes.

11. Hit the toggle to switch it to On when you are ready to start using the workflow.

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby 24/7, ready to help.