Update record automation

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.

Hi Martin, what exactly doesn’t work? Please share some screenshots as well :slight_smile: