Feb 23, 2021 07:43 AM
Hello there ! and thanks in advance for your kind replies …
I have 2 tables 1 for contact “contact”, the second for “CRM”
I have an automation that when a new contact is created on the table 1, i create a new entry in the CRM table. It works well … but !
If on the forst table I change the "product of interest, i will get a duplicate on the CRM table … ;(
is there any way i can fix this ?
I was thinking of creating a new automation for update record but i’m not sure it will work … thanks !!
Feb 23, 2021 09:29 AM
Could you post a screenshot of your automation setup? Something tells me the trigger should be changed.
Feb 23, 2021 09:35 AM
Thanks for your reply see attached the automation
Feb 23, 2021 10:28 AM
If you occasionally change the product of interest, perhaps remove that condition from the automation trigger. Only trigger when the client is not empty.
Feb 23, 2021 11:53 PM
Thank you very much for your reply. That would be a solution but I still have some bugs this way ;(
In fact, if I modify name and /or surname in the table 1, all my automation will be turned off (with the message : Creating the record failed due to insufficient permissions) and i will get some duplicates (see attached)
Second problem is, i have a table number 3, that is for “recurring tasks”
I a customer has selected product one of interest, then populate a list of task
Problem is the same as my first comment, if I modify the product, I will get duplicates in the task tab (see attached)
Do you see any solution ? thanks !!!
Mar 13, 2021 08:52 PM
Sorry for the delayed reply. It’s been kinda crazy here.
Instead of automatically making a new record when those conditions are met, I suggest using a script. It could check to see if a record for that client already exists and only make a new record if it doesn’t. A similar solution might also work to eliminate the duplicate tasks. If you’d like help with such a script, just holler.
Mar 15, 2021 01:10 AM
no problem for the delay and thank you for your help :winking_face:
Well, if you have an “already made” script why not, i can check
Otherwise, don’t worry … I made an automation worflow
Mar 15, 2021 02:55 PM
Unfortunately I don’t have a script already made, and I’m not in a place where I can put one together just now.
Also, I should have clarified that when I said “using a script” I actually meant a script action inside an automation, so that the process is still largely hands-off.
Mar 16, 2021 04:01 AM
Hi Justin ! thanks again for your help !
I had considered making a script action inside an automation …
But i went with “classic” automation, when enter a view, it creates task, I have more than 20 taks per automation and 10 automations … I hope it will work … :winking_face:
Mar 16, 2021 03:12 PM
Mar 17, 2021 01:50 AM
Hello, yes :winking_face: I think I’m ok with this thanks !