Help

Update Balance - Update Record Automation

Topic Labels: Automations
1728 22
cancel
Showing results for 
Search instead for 
Did you mean: 
Ash_Hallett
4 - Data Explorer
4 - Data Explorer

Hi all,

I’m new to Airtable, so it’s likely I’m being an idiot over here.

I recently connected the Fintable Extension to integrate banking data; Account Balances and Transactions to a Fintable Base.

I have then synced that Base in to Tables in to my Main Base to use. I have a Table where I have used a Gallery View to host card details and if it’s active, expired, type of account etc, see example…

Capture

Now, what I am trying to do, is create an automation that automatically updates the Current Balance Field as soon as that field is updated (based on the Fintable Base Sync).

When creating this Automation, here is what I tried setting up -

Capture2
Capture3

However, time and time again I get this error, and I cannot for the life of me figure out why?

Capture4

22 Replies 22

You need to choose the first option which reads *Name Ashley James …

Ash_Hallett
4 - Data Explorer
4 - Data Explorer

Ok, and now what do I tell the trigger to do?

Now I suppose you got the correct record you want to update in the Finance table?

Add Action > Update Record > in the part where it says Record ID input the record ID from the Find step then add the Balance from the Trigger step