Connect Airtable Forms to LaunchBay

Connect Airtable to LaunchBay and enable your clients to complete forms you’ve created in Airtable without leaving their LaunchBay client portals.

Note: As with all integrations in LaunchBay, Airtable forms can be connected to both client tasks and portal pages. The steps of this guide will cover the process for adding Airtable forms to client tasks in LaunchBay, but the process for portal pages is extremely similar. See the note listed in Step 2 for additional instruction.

Step 1:

In your Airtable account, navigate to the form you would like to connect to LaunchBay and click “Share form.”

In the window that opens, click “Anyone on the web” and then “Embed.”

Step 2:

In the new tab that opens after clicking “Embed” in Airtable, copy the code provided from the window.

Note: To add an Airtable form to a portal page instead of an assigned task, navigate to the "Pages" tab at the top of a portal, and click "+New," before continuing on with Steps 3 - 5.

Step 3:

In your LaunchBay admin dashboard, select a project, click “Create Task” and then “Embed”.

Step 4:

In the window that opens after clicking “Embed” in LaunchBay, paste the code you copied from Airtable and click “Save.”

If you haven’t done so already, give the task a title, add recipients, and set a due date reminders so you can officially send it off to your client!

Final thoughts:

And that does it!

By following these steps, you have successfully connected Airtable to LaunchBay, giving your clients the ability to submit forms you’ve created in Airtable without having to leave their LaunchBay client portals.