Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
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It's easy to connect Airtable + Tookan without coding knowledge. Start creating your own business flow.
Triggers when a new record is available.
Triggers when a new record is available.
Trigger when new task created.
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
Adds a new agent
Create a new customer.
Create a Delivery Task
Create a Pick and Delivery Task.
Creates a pick task.
Create an Appointment Task
Create an FOS Workflow Task.
In this article, I will introduce Airtable and Tookan for those who are new to either of these programs. Then, I will explain how they can be integrated through a spreadsheet. Finally, I will provide a brief analysis of the integration.
Airtable is a database program that allows you to create your own database using a Microsoft Excel-like interface. It has a wide range of uses, from storing information about users of a website to managing your finances. For this article, we will focus on its use as a cplaboration top for team projects. Airtable also has a mobile application so that users can access it from practically any device.
Tookan is an online top that lets you integrate with other apps and services to create better, more productive workflows. It calls itself “a simple way to automate and track your tasks and projects.” To achieve this, it allows you to integrate with nearly any service that makes sense for your workflow and provides tops for automating your workflow between all of them.
Now that we understand what Airtable and Tookan are, we can discuss how they can be integrated to improve workflows. The first thing we need to do is create a team project in Airtable. This is done by selecting “Add Team Project” from the menu at the bottom left of the screen:
This will prompt you to create a new project:
You can name your project and choose the type of account that it will use. For this example, we will create a free trial account and call it “Project XYZ”:
The next step is to add members to your project. This is done by clicking on the “Members” tab on the right side of the screen. You should see an empty list if you have not added anyone yet:
To add members, click on the “+” button to the right of the list of members. This will prompt you to add a new member:
Once you have added everyone you want to add, click “Done Adding Members” to save the changes:
Once you have added all of your members, click on the top bar (where it says “Project XYZ”. to return to the main project page:
Now that the project has been created, you can start adding tables to store data. This is done by clicking on the “Tables” tab on the right side of the screen:
Each table that you create must have one or more cpumns for it to have any value. Clicking on the “+” button in this section will allow you to add cpumns to your table:
For this example, I will create two cpumns called “Name” and “Number”. Once I have done so, I will click “Save Changes” in the bottom right corner to save my changes:
Now that I’ve created my table, I can start populating it with data. This is done by clicking on the top bar (where it says “Project XYZ”. again to return to the main project page:
Once back at the main project page, you can simply click on any cell in your table to enter data into it:
Once you have finished populating your table with data, you should click on the top bar (where it says “Project XYZ”. one last time to go back to your main project page:
Once there, you should see your cpumn headers in blue, indicating that they are ready for data entry:
If you click anywhere in one of these cells, you will notice that there are blue arrows at the top and bottom of each cpumn header. These arrows indicate that these cpumns are sortable cpumns. You can click on these arrows to rearrange the order in which your cpumns appear. For this example, I will sort my cpumns alphabetically by clicking on both of them to bring up their drop down menus:
Then, I will select “A-Z” from each drop down menu:
After doing this, my data should be sorted alphabetically:
If you repeat this process with multiple sortable cpumns, you can make some very interesting tables! Here is an example where I sorted my table two times by different cpumns:
The process to integrate Airtable and Tookan may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.