Ok, here goes:
I have a AirTable base that consists of multiple tabs, and I want to create an automation to help with some admin.
So, in one tab I have a Sales Funnel where we put different sales opportunities on add-on features in different phases. When an add-on is signed by a customer, it gets moved to the “signed” phase.
In another tab we have a project management kanban, so when an add-on is signed I create a project in that tab and I link to the sales funnel object. When the project is completed (Checkbox option) I want to move the sales funnel object to the phase “Activated” (Single Select field).
I’ve tried different ways but can’t get it to work, so any tips would be appreciated.
