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How to create two stages with different tables in automation?

  • December 26, 2022
  • 8 replies
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  • 17 replies

Hey friends
I have one table that contains all the names of the people who paid money and one table of cold leads.
I want to automate that when a new record is created in the payer's table, a V will be marked with that user based on their email in the cold leads table 1.

I created an automation that looks for the email of the person who pays in table 1, but I can't find an option to "update records" for that email in table 1 because I can't find his record ID.

I would love to understand what I am doing wrong.

Thank you!

 

Best answer by Andrey_Kovalev

yes it is


If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture

 

8 replies

Andrey_Kovalev
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  • Inspiring
  • 95 replies
  • December 27, 2022

@zerem As far as I understand you can only update one record at a time without having to write an automation script. So in your case I would:

  • ensure that your cold leads records have only one entry of each potential payer
  • set a condition of found records length equal to 1 to ensure that the record is found
  • select as an action Airtable record ID under found records

Hope this helps.


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  • Author
  • Known Participant
  • 17 replies
  • December 27, 2022

@zerem As far as I understand you can only update one record at a time without having to write an automation script. So in your case I would:

  • ensure that your cold leads records have only one entry of each potential payer
  • set a condition of found records length equal to 1 to ensure that the record is found
  • select as an action Airtable record ID under found records

Hope this helps.


Hi @Andrey_Kovalev , thanks for the reply
I'm not sure we understood each other 🙂
I want basically everyone who registers in table 2 to update a certain column in table 1 as well, so I create the automation.
But I can't seem to figure out how I can update table1 based on what happens in table2.


Andrey_Kovalev
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  • Inspiring
  • 95 replies
  • December 27, 2022

Hi @Andrey_Kovalev , thanks for the reply
I'm not sure we understood each other 🙂
I want basically everyone who registers in table 2 to update a certain column in table 1 as well, so I create the automation.
But I can't seem to figure out how I can update table1 based on what happens in table2.


Let's do it step by step. Does your current automation find the required record in table 1?


Andrey_Kovalev
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  • Inspiring
  • 95 replies
  • December 27, 2022

By the way, you can add a formula field in each of your tables with the Record_ID() function for debugging purposes. Then it will be easier to identify needed record when constructing your automation.  


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  • Author
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  • 17 replies
  • December 28, 2022

Let's do it step by step. Does your current automation find the required record in table 1?


yes it is


Forum|alt.badge.img+7
  • Author
  • Known Participant
  • 17 replies
  • December 28, 2022

By the way, you can add a formula field in each of your tables with the Record_ID() function for debugging purposes. Then it will be easier to identify needed record when constructing your automation.  


that's sounds good


Andrey_Kovalev
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  • Inspiring
  • 95 replies
  • Answer
  • December 28, 2022

yes it is


If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture

 


Forum|alt.badge.img+7
  • Author
  • Known Participant
  • 17 replies
  • December 28, 2022

If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture

 


@Andrey_Kovalev yesss thank you !!