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How to set up notifications when a new record comes in that has matching fields to another record

  • October 18, 2023
  • 1 reply
  • 91 views
O
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Hi, we manage Airbnbs. We want to create a warning system that alerts us if a new booking comes in that matches the name, email or phone number of a previous guest that has caused issues in the past.

When a previous guest has caused an issue, we flag them as High Alert on Airtable.

This puts them into a View called “Guest Warning”.

We want to build an automation that sends us a message or email when a booking comes in that matches the name, number or email of any records (guests) in the “Guest Warning” view.

How do we do this?

Thanks,

Ollie

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1 reply

Databaser
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  • Databaser
  • Brainy
  • October 19, 2023

I would use an automation that triggers on a new record, then uses a lookup action to dynamically search for records where name, email and/or phone number are the same and then sends you an email with the necessary data. 

Jan - Databaser
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