Airtable integration overview

Overview

Airtable is a cloud collaboration platform that combines the flexibility of spreadsheets with the power of databases, enabling teams to organize, track, and manage operational workflows in a highly customizable way. Persona’s integration with Airtable streamlines case management, fraud operations, and compliance workflows by syncing data between Airtable bases and Persona Accounts or Cases.

This integration reduces manual data entry and operational overhead by automating the creation, retrieval, and management of Airtable records directly within Persona workflows. It is especially valuable for fraud, risk, and operations teams that rely on Airtable as a centralized system for investigations, escalations, or operational tracking.

Benefits

*Automated Record Management

Automatically create and retrieve Airtable records based on Persona events such as verification failures, fraud alerts, escalations, or manual review outcomes, reducing operational effort and improving response times.

Centralized Operations

Keep investigation data, operational workflows, and team collaboration centralized within Airtable while maintaining synchronized data between systems.

Improved Workflow Efficiency

Eliminate repetitive manual updates with automated workflows, dynamic field mapping, and real-time record management between Persona and Airtable.

Integration Features

Persona’s Airtable integration supports flexible record automation, schema management, and operational workflows across teams. Key capabilities include:

• Create & Manage Records: Automatically create Airtable records from Persona events such as fraud alerts, compliance escalations, or verification reviews.
• Retrieve Records: Pull Airtable records into Persona workflows for enrichment, operational context, or decision-making.
• Flexible Filtering & Sorting: Query Airtable records using filters, views, formulas, sorting, pagination, and field selection.
• Support for Standard & Custom Fields: Access and manage Airtable fields dynamically across different bases and tables.

Setting up the Airtable integration

Prerequisites

To set up the Airtable integration, ensure you have:

• Access to an Airtable workspace and base.
• Permissions to create and manage Airtable API integrations.
• Necessary OAuth permissions for record and schema access.

Setting up the Airtable Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Airtable.
2. Click on Add Credential at the top of the page.
3. Enter the Nickname for the credential in the modal and click Continue.
4. Log in to Airtable if prompted and authorize Persona’s requested permissions.
5. Accept the OAuth scopes required for:
   • Reading records
   • Creating and updating records
   • Managing table schemas
6. Save the credential.

Using the Airtable integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new Action Step > Integrations.
3. Select the Airtable integration and choose your Airtable credentials.
4. Configure the input fields to pass in the correct Airtable base, table, and record information.
5. Save and publish the workflow.

Airtable Operations Overview

In addition to syncing field values, Persona can take direct actions on Airtable bases and records using Airtable’s API. See below for a comprehensive list of available Workflow Action steps:

List Records Workflow Action Step

Retrieves records from a specified Airtable table. Supports filtering, sorting, pagination, field selection, and views for flexible querying.

Configuration Steps:

Provide values for required fields:

• Base ID
• Table ID or Name

Optionally add:

• Views and filters
• Sorting and pagination
• Returned fields and formatting
• Localization settings
• Record metadata

Create Record Workflow Action Step

Creates a new Airtable record directly from a Persona Case or Account, allowing investigation or operational data to be stored automatically.

Configuration Steps:

Provide values for required fields:

• Base ID
• Table ID or Name
• Field values for the new record

Optionally add:

• Typecast for automatic data conversion
• Return Fields By Field ID

Note: Airtable requires the primary field value to be included when creating a record.

Create Table Workflow Action Step

Creates a new Airtable table and returns the generated schema configuration. Useful for dynamically provisioning operational or investigation workflows.

Configuration Steps:

Provide values for required fields:

• Base ID
• Table Name
• Field definitions

For each field, specify:

• Field Name
• Field Type

Optionally add:

• Field descriptions
• Field-specific options
• Table description

Supported field types include text, numeric, select, date, collaborator, and formula fields.

FAQs

Does the Airtable integration support custom fields?

Yes. The integration supports both standard and custom Airtable fields.

Can I use formulas to filter records?

Yes. Airtable’s filterByFormula parameter is supported for advanced record filtering.