The primary table contains an appointment date (date field - ‘Appt Date’) and pre-set appointment times (single select field - ‘Appt Time’). We have configured a single-select field (‘Action’) to manually add the record to a view, which successfully triggers the sending of a text message via Zapier and Twilio.
We want to automate the sending of the text 30 minutes before the appointment time, but we have almost no experience with formulas. The formula should set the ‘Action’ field to ‘Send Appt Text Reminder’ 30 minutes before the ‘Appt Time’ when ‘Appt Date’ is today.
Your help is appreciated and suggestions for a better way are welcome. We are slightly limited, I think, by the fact that the Zapier/Airtable trigger is when a record first appears in a view. But we have everything working manually; now we want to automate the sending.