Integration
Airtable × Conveya
Airtable records as a source or CRM-light
- Records lookup plus filter
- Per-base scoping for security
- Works as a quick source or as CRM-light
In practice
What Conveya does with Airtable
Personal Access Token connection at base plus table level. Works well for product FAQs, price lists and light CRM flows.
- Records lookup plus filter
- Per-base scoping for security
- Works as a quick source or as CRM-light
- Auto-refresh on changes
Setup
Live in minutes, no dev team required
5-minute setup
OAuth, API key or point-and-click. No dev team needed for the happy path.
Enterprise-grade security
OAuth scopes, audit logs and IP whitelisting by default. DPA on request.
Realtime sync
Webhooks both ways, no stale data, no polling loops.
Transparent
Concrete answers, no surprises
Questions your agent answers with Airtable
- “What is the recommended retention for product category X?”
- “Create a record in the 'FAQ requests' table with this question.”
- “Find all records with status 'open' in the support table.”
- “What is our current price tier for annual contracts?”
What data Conveya reads from Airtable
Full transparency. Nothing more, nothing less.
- Records from the tables you explicitly share through the PAT scope
- Field types: text, number, select, link, formula, attachments metadata
- Update records themselves if the agent has write permission
- No access to bases outside the PAT scope or to your Airtable billing
FAQ
Frequently asked questions about Airtable
Generate a Personal Access Token in Airtable with the scopes 'data.records:read' (and optionally 'data.records:write') and limit it to one base. Paste the token into Conveya.
Yes, but Free plans have rate limits of around 5 requests per second. For production use we recommend at least the Team plan.
Yes. Conveya respects Airtable's filterByFormula syntax and can run complex queries (multi-field filter, IFS, AND/OR).
Discover more
Other Knowledge integrations
Connect Airtable to your agent
Start free today or book a demo. Setup takes minutes, no dev team needed for the happy path.