I suppose this is a long shot, but I have data coming in from Quickbooks and one column has data that comes in from Zapier as “Client Name:Project Number”. What I would ideally want to do is have some function that looks at that column, and if it sees the “Project Number” that matches an entry in the tab where I keep all my project data, it would automatically link to the corresponding record.
As it is now, I have the field with “Client Name:Project Number” and right next to it a link to my Project Number record. So I just manually look at the Project Number that gets imported in, then link the corresponding record. Not a huge deal, but I’m wondering if there’s an automated way.