Aitable Integration

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🎥 Video walkthrough

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Step-by-step guide

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1. Create an Aitable connection and generate API token 📝

• Log in to your Aitable account.
• Go to Account Settings or Integrations and generate a Personal Access Token.
• Copy this token.

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2. Add your Aitable API key in Contactswing 🔑

• Open Contactswing dashboard and go to Connections.
• Click Add Connection and select Aitable.
• Paste your generated Personal Access Token here.
• Save the connection.

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3. Select your Aitable workspace (Space) and datasheet (Table) 📋

• In Contactswing, select the Aitable Space where you will be monitoring records.
• Choose the Datasheet (table) within that space.
• Specify the Trigger Field to determine when the flow should activate.
• Select the appropriate View (Grid or Gallery) if applicable.

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4. Configure the Contactswing Call action 📞

• Choose CALL as the response type.
• Enter your Workspace API Key from Contactswing.
• Paste the Webhook URL provided by Contactswing.
• This setup will trigger an automatic phone call whenever a new or updated record matches your trigger criteria.

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5. Activate your Agentic AI Flow ⚡

• Review your settings and connections.
• Click Publish to activate the flow.
• Once published, every new or updated Aitable record will trigger a phone call automatically.

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Example scenario

• A new customer record is added or updated in Aitable.
• This event triggers the Agentic AI flow.
• Contactswing automatically initiates a call to the customer with the configured script or agent interaction.

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Benefits

• Automation: No manual dialing or monitoring needed.
• Timely responses: Customers get immediate, personalized calls.
• Customizable: Tailor call scripts and workflows to your specific needs.