Spreadsheets & reporting

Airtable integration

Use an Airtable automation script with your GraftPal API key to copy clients, jobs and invoices into a base, then build views and interfaces around them.

AvailableVia GraftPal APIScale plan
Category
Spreadsheets & reporting
Status
Available
Connection
Via GraftPal API
Plans
Scale plan

What it is

What is Airtable?

Airtable is a spreadsheet-database hybrid. Teams build bases with linked records, views and simple apps without needing a developer.

  • Linked records and rich field types
  • Grid, calendar, kanban and gallery views
  • Automations with scripting
  • Free plan available

What it does

What Airtable does with GraftPal

1

Operations views

Kanban and calendar views of jobs for teams who plan in Airtable.

2

Linked client records

Link clients to jobs and invoices to see everything about an account.

3

Interfaces for partners

Share a filtered interface with subcontractors without giving them GraftPal access.

4

Nightly sync

Refresh the base on a schedule so it never drifts.

How it works

How Airtable works with GraftPal

An Airtable automation runs a script that reads the GraftPal API and creates or updates records.

GraftPal

  • Clients
  • Jobs
  • Invoices
  • Payments

Airtable

  • Airtable tables

How to connect

Connect Airtable in 4 steps

API access is part of the Scale plan. On Scale you can create API keys and connect Airtable; Starter and Growth workspaces can upgrade at any time.

  1. 1

    Create a GraftPal API key

    On the Scale plan, go to Settings β†’ API keys in GraftPal and choose Create API key. Give it a name you will recognise, copy the key and keep it somewhere safe. Keys are read-only and belong to one workspace; you can delete one at any time to cut off access.

  2. 2

    Create an automation

    In your base, open Automations and add a trigger At a scheduled time.

  3. 3

    Add a Run script action

    Store the key as an input variable, then fetch the endpoint and write the records to your table.

    const res = await fetch("https://app.graftpal.com/api/v1/jobs?pageSize=100", {
      headers: { Authorization: `Bearer ${input.config().key}` },
    })
    const { data } = await res.json()
  4. 4

    Test and turn on

    Run a test, check the records in your table and switch the automation on.

API keys are read-only and belong to one workspace. You can see and delete them in Settings β†’ API keys, and access stops the moment a key is deleted.

Frequently Asked Questions

Airtable integration FAQ

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