Help

automation - alert after x days

1048 3
cancel
Showing results for 
Search instead for 
Did you mean: 
LaurensL
4 - Data Explorer
4 - Data Explorer

Can an automation be created (and how) based on frequency that a particular person in the CRM fills out a form appears as well as the frequency between submissions?

Example: B2B partner X fills out a form on our site on June 1 that appears in the Airtable CRM. I would like to receive an alert when there is no new submission from B2B partner X after 60 days. 

How can this be created?

Maybe a very simple logic but I can't come up with it in Airtable automations. Eternal thanks!

3 Replies 3

A simple solution (if you have a "last submission" field) would be to create a new view filtering on that where the date is on or before 60 days ago.  You could then use the "when a record enters a view" trigger on your automation.  

LaurensL
4 - Data Explorer
4 - Data Explorer

Thanks @BillH, but how do I create the condition that it only alerts me when the specific client hasn't filled in the form after 6 days past the first one?

It's hard to give a specific answer without knowing the details of the tables involved, but the filter for the view I suggested is 

BillH_0-1688058750211.png

whatever field you are using would replace Calculation_2 in the example,  and you can just adjust the number of days to 6 (or whatever you need).