I have a form for inputting contact and basic account information for new sales (form 1) - when the form is submitted, it sends a survey that the customer needs to fill out (form 2).Depending on one of the fields from form 1, form 2 can be one of fiv...
Hi there!Hope everyone is doing great! Remind to drink water I'm working on a project to connect two different users (not the same table).I want to set up an automation to match records by using two records, geographical area and interests.Let's fir...
Are empty record fields counted as 'Unique' in the Unique total number? I expect not, but just checking.
I may be going the wrong way around this. I am trying to send records from one table to another as a group of linked records. There are two condition groups for creating two linked records each time the automation is triggered.Condition 1 is:Farm con...
I have a table of projects. Associated with each project is multiple teams and multiple quarters. Both the quarters and teams fields are sourced from linked records.I would like automation (or script) to create related projects in another table, one ...
Hi,Is there ways to (i) force an email address collected through a Airtable form and to (ii) convert an email address coming in from an external system to lower case?We use Airtable as a CRM/ERP system, hence we register contacts and events for those...
I am trying to create an Automation that will send an email to all records in a View, but I consistently get an error which indicates that the Action does not recognize the email field. Specifically: Job Board TableNew Listing View – New listing (all...
Hi there,I am looking to create nice email templates on Airtable and send them via the automation function. I tried with Aeropage but I need to pay for it which I rather not do.I also tried with Sendgrid but can't find how to do it once the template ...
I’m very NEW to Airtable.I want to create a B2C project. The goal is to have the client enter a due date and an email is triggered to notify them each time the item is due. I don’t need to know their due dates because it will become their personal tr...
Hey everyone!I'm new to this and need some help. I have a list of client details that include two attachments: a price list and a software update list. These attachments are used in automated emails. Periodically, I need to update these attachments w...
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