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 !!
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 !!!
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.
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: