Helping you save time by integrating automation without changing your habits is Edusign's goal!
It is now possible to automate your tasks and connect your software so you can use a single platform to process all your data: emails, absence justifications, automatic signature reminders, etc.
Are you already using Airtable? It is now possible to link your data with your Edusign account! 🥳
In this article you will find:
1️⃣ Add a learner
🎥 Video Guide 🎥
✏️ Written Guide ✏️
1️⃣ Add a learner
Let's start by adding a learner to Airtable, then integrate them into Edusign.
To begin, open Edusign and Airtable.
Next, give a title to your automation for easier tracking!
2️⃣ The first trigger
Select your first trigger by creating a bubble on Airtable.
Several trigger choices are possible, but to trigger an automation when a line is automatically added to Airtable, click on "Watch Records".
3️⃣ Fill in the fields
A window opens at this moment, and you can complete the following data:
Connection
Database
Table (Learners)
Trigger Field
Label Field
Limit (field retrieval limit)
View
Note: To complete the Trigger Field case and have all the information instantaneously, the person added to the trigger must have a timeframe ⏱.
To do this, you need to go to Airtable, right-click on "Insert Right" and add "Last modified time", enabling the trigger to update learners on Edusign's data but also on Airtable.