What this scenario does: Searches for records in Airtable that meet the filter’s criteria in the search records module and creates a Facebook Custom Audience.
Level Of Difficulty: Intermediate
Implementation Time: Approximately 15 mins
Did you know you can use formulas to filter records in the Airtable > Search records module? Well now you do and here you are going to learn how to do it.
In this use case, records in Airtable contain a person’s name, city (New York, Miami or Las Vegas), age and email address. Only records that contain New York with ages older than 30 are retrieved and sent to Facebook to create a custom audience for marketing purposes. Let’s go.
Configuring the scenario
The scenario consists of the following modules:
- Airtable > Search records
- Facebook Custom Audiences > Create a Custom Audience
Here’s the scenario:
Here’s the records in Airtable:
In the Airtable > Search records module, select your Base and the Table that you want to retrieve the records from. Now you can filter the records by adding a formula. You can check out Airtable’s website for more information about formulas.
In this specific formula, the city must be ‘New York’ and the age greater than 30:
Next is the Facebook Custom Audiences > Create a Custom Audience module. Choose your Business Manager and Ad Account. Map the Name element to the Name field and the other required elements to the Description field:
All done so let’s test it.
Here, 5 records matching the criteria were retrieved:
Then sent to Facebook as intended:
So that’s how you use the filter option in the Airtable > Search records module. Hope that you learnt something new.
Happy Automating! 🙌