Fillout + Airtable + Softr Setup for Client Portal Automation

[Kelvin_SAuto]

I am building a client portal.

The journey starts on Fillout where the clients will answer questions based on the service they want

All the answers will be saved on an within a "Response" table on airtable  

I added this Response table to the Softr's client portal template which includes other tables such as Projects, Tasks, Company, Users, etc

Now in order to build a new client portal I'd have to manually enter relevant records into such tables, which can be time consuming

What I'd like to happen is:

After grabbing/analysing all the replies within the Response table either have a button or an automation that allows me to pass the relevant data to the different tables eg

Add email details to Users table
Add company names details to Company table
Add client details to Projects table

In order to then have pre-populated data for the actual client portal.

Hope I am making sense but happy to do a loom video or zoom call if needed

Thank you all!

[TheTimeSavingCo]

If I were you I'd try:
1. Create a checkbox field in the "Response" table called "Reviewed" or some such
2. Have an automation that'll trigger when "Reviewed" is checked, and have 3 create record actions it it that'll create the records in each of the tables you mentioned with the appropriate data stamped in, and linked to the "Response" record

[Kelvin_SAuto]

@TheTimeSavingCo thank you for this, will test it out and see what happens

[Hairtable]

Try using Fillout Forms to create linked records for you

https://www.fillout.com/help/create-new-linked-records#