Connecting Two Bases: Automating Completion Updates

[sntsally]

Hi All,

I hope this message finds you well!

I’m currently working on a project in Airtable that involves two different bases, and I need help ensuring that when a record is marked as "Complete" in one base, it also reflects as "Complete" in the other base without the person manually marking 2 separate records in different bases. Here's a loom video - https://www.loom.com/share/fdb6298730f3446cb3f74afe0979669c?sid=5744e56b-d093-47d5-bf70-15f75bc4773d.

If anyone has experience with this or could offer guidance on the best approach to set this up, I would greatly appreciate it!

Thank you so much for your assistance!

[TheTimeSavingCo]

Hmm, if the table structures were the same then you could probably solve it with two-way syncing.  Given that your table structures are completely different (Daily Activity is one record per task, whereas Listings is one field per task), I think you're going to need to:
1. Sync the data from one table to the other
2. Use an automation with a bunch of conditonals to update the appropriate field

[ScottWorld]

@sntsally 

Another approach is that you can always communicate across multiple bases by using Airtable’s API, so you can choose to write an automation script or use a no-code tool like Make’s advanced automations to communicate between multiple bases. (If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread.)

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld 

[georgehenry667]

To automate updates between two bases in Airtable so that marking a record as "Complete" in one base reflects the same in another, here are a few methods you can try:

1. Use Airtable Automations:

   • Set up an Automation in the base where the record is first marked "Complete."
   • Trigger the automation to update the corresponding record in the second base. Select the Run a script action or use a Webhook to send the status update to the second base.

2. Zapier or Make (formerly Integromat) Integration:

   • Use Zapier or Make to connect your two Airtable bases.
   • Set up a trigger to activate when a record is marked "Complete" in the first base, then create an action to find and update the corresponding record in the second base.

3. Sync Tables in Airtable (Pro Plan Feature):

   • If you have access to Airtable’s Pro Plan, you can use the Sync feature to sync tables between bases.
   • Sync the relevant table from Base 1 to Base 2, ensuring that the "Complete" status reflects in both bases. You can then adjust the synced table to automatically update records.

Using these methods, you can streamline the process and ensure that status updates occur automatically across both Airtable bases without manual input.

[Riyana]

To achieve syncing between two Airtable bases when a record is marked as "Complete," you can use the following approaches:

1. Use Airtable Automations:

• Create an automation in Base A that triggers when a record is updated to "Complete."
• Set the automation to send the updated information to Base B using a webhook or Airtable’s "Update Record" action. Unfortunately, direct updates between bases aren't natively supported, so you'll need to use an integration tool like Zapier or Make (formerly Integromat) for this part.

2. Third-Party Tools (Zapier or Make):

• Set up a Zap (Zapier) or a scenario (Make) that monitors changes in Base A for records marked "Complete."
• Configure the integration to locate and update the corresponding record in Base B automatically.

3. Linked Records (If in the Same Workspace):

• If both bases are part of the same workspace, you can use synced tables:
  1. Create a synced view in Base B from Base A.
  2. Ensure the synced view includes the "Complete" field.
  3. Apply a filter in Base B to reflect records with the desired status.
• This method works only if direct linking between bases is feasible for your project.

Let me know if you need step-by-step instructions for setting this up in any of these methods. Happy to help!