Help

Auto-Link newly imported records to appropriate Partners

Topic Labels: Automations
838 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Steve_McCormick
4 - Data Explorer
4 - Data Explorer

Greetings Airtable Community. I am working on a CRM for our referral business. I would like to have an automation that links the new months commissions with the appropriate Partner without having to go through and manually link the name. I start with a new Automation, the trigger is a new record is created on import. What scripting can I start with to query the table, match the MID, and then enter the partner if the MID matches all within the same table. Hopefully the screenshot helps explain.

Screen Shot 2020-12-31 at 12.27.31 PM

1 Reply 1
Julian_E_Post
8 - Airtable Astronomer
8 - Airtable Astronomer

Watching as I have a very similar problem that I’d like to solve!