Airtable

Automatically create and update Airtable records from Rootly incidents using workflow actions.

Overview

Rootly’s Airtable integration lets you push incident data directly into Airtable tables using workflow actions. When an incident is declared — or updated — Rootly can create or update a record in any base and table you choose, with full control over field mapping via Liquid variables.

Create Records

Automatically create a new Airtable record when an incident is declared, capturing key fields like title, summary, severity, and more.

Update Records

Update an existing Airtable record as the incident progresses — reflect status changes, resolution notes, or any custom field.

Custom Field Mapping

Map any Rootly incident field to any Airtable column using JSON and Liquid variables.

Any Base & Table

Target any base and table in your Airtable workspace — not limited to a single sheet.

Before You Begin

• You must be a Rootly admin to set up the integration
• You need an Airtable account with permission to create OAuth applications
• The Airtable base and table you want to write to must already exist

Installation

Setting up the Airtable integration requires creating an OAuth application in Airtable and connecting it to Rootly.

1. Open the integration in Rootly

   In Rootly, go to Configuration → Integrations and find Airtable. Click Connect.

   
2. Create an OAuth application in Airtable

   In a new tab, go to airtable.com/create/oauth and create a new OAuth application.

   

   Set the Redirect URL (callback URL) to:

   https://rootly.com/auth/airtable/callback
   

   
3. Configure required scopes

   In the OAuth app settings, enable the required scopes:

   
4. Copy credentials into Rootly

   Copy the Client ID and Client Secret from your Airtable OAuth app into Rootly and save.

   
5. Authorize

   Click Authorize in Rootly. You’ll be redirected to Airtable to grant access. Once approved, you’ll return to Rootly with the integration connected.

When you connect Airtable, Rootly automatically creates a default Create Airtable Record workflow to get you started quickly.

Workflow Actions

Create Airtable Record

Creates a new record in the specified Airtable base and table when the workflow triggers.

Base · string · required

The Airtable base to write the record to. Select from the dropdown populated from your connected account.

Table · string · required

The table within the selected base. Populated dynamically based on the selected base.

Custom Fields Mapping · json

A JSON object mapping Airtable column names to values. Supports Liquid variables.

{
  "Name": "{{ incident.title }}",
  "Notes": "{{ incident.summary }}",
  "Started At": "{{ incident.started_at | date: '%FT%T%:z' }}",
  "Severity": "{{ incident.severity }}",
  "Link": "{{ incident.url }}"
}

Update Airtable Record

Updates an existing record in Airtable. Use this after a record has been created to reflect incident updates.

Base Key · string · required

The Airtable base ID (e.g. appXXXXXXXXXXXXXX). Supports Liquid variables.

Table Name · string · required

The name of the table containing the record to update. Supports Liquid variables.

Record ID · string · required

The ID of the Airtable record to update (e.g. recXXXXXXXXXXXXXX). Supports Liquid variables.

Custom Fields Mapping · json

A JSON object of fields to update. Same syntax as the Create action.

Uninstall

To remove the Airtable integration:

1. Go to Configuration → Integrations and find Airtable
2. Click Connected to reveal the disconnect option
3. Click Disconnect

Frequently Asked Questions

How do I find my Base Key and Record ID for the Update action?

The Base Key is visible in the URL when you open a base in Airtable: airtable.com/appXXXXXXXXXXXXXX/.... The Record ID (format: recXXXXXXXXXXXXXX) can be retrieved via the Airtable API or by expanding a record and copying the ID from the URL.

Can I map custom Rootly fields to Airtable columns?

Yes. Use the incident.custom_fields Liquid variable to access custom field values. For example: {{ incident.custom_fields | find: 'custom_field.slug', 'your-slug' | get: 'selected_options' | map: 'value' }}.

What happens if a mapped column doesn't exist in Airtable?

Airtable will return an error and the workflow action will fail. Make sure all column names in the mapping exactly match your Airtable table’s field names (case-sensitive).

Can I create records in multiple tables from one incident?

Yes. Add multiple Create Airtable Record actions to the same workflow, each targeting a different base or table.