Can an automation be created (and how) based on frequency that a particular person in the CRM fills out a form appears as well as the frequency between submissions?
Example: B2B partner X fills out a form on our site on June 1 that appears in the Airtable CRM. I would like to receive an alert when there is no new submission from B2B partner X after 60 days.
How can this be created?
Maybe a very simple logic but I can't come up with it in Airtable automations. Eternal thanks!
automation - alert after x days
+3
+22A simple solution (if you have a "last submission" field) would be to create a new view filtering on that where the date is on or before 60 days ago. You could then use the "when a record enters a view" trigger on your automation.
+3Thanks @BillH, but how do I create the condition that it only alerts me when the specific client hasn't filled in the form after 6 days past the first one?
+22It's hard to give a specific answer without knowing the details of the tables involved, but the filter for the view I suggested is
whatever field you are using would replace Calculation_2 in the example, and you can just adjust the number of days to 6 (or whatever you need).
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