Skip to main content

Hello!

 
I need some help with creating an automation. I attempted it, but was unsuccessful.
 
I have a base called "CRM". In that base are tables called "Bookings Log" and "People".
 
Here is what I want to happen in the automation:
 
1. When a record is created in "Bookings Log"
 
2. The automation searches a specific view in "People" to see if there is a matching email address (as compared to the record in "Bookings Log"). This email address will be dynamic.
 
3. If there is NOT a matching email address, a message is sent to Slack
 
Could someone please help me to create this automation?
 
Thank you in advance for your assistance!

Which part failed for you? Please post screenshots of your setup. This should be pretty straightforward with either Airtable's Slack automations or with Make's Slack automations. I prefer Make because it has significantly more power & customizability than Airtable's Automations, but Make also has a bit of a learning curve.

Reply


Terms & Conditions