Hello I have a table that tracks all outreach to our contacts with the final field of each record being a checkbox column that will be marked if the contact agrees to an appointment.
The goal is to copy a record and all its fields to a new table (appointments) when checkbox column in the original contacts sheet is marked.
Additionally, I would like to add a timestamp in the new table to stamp when the record transfers over to the new table… I.e. a timestamp of the date we confirmed the contact agreed to an appointment.
I understand I can use the same table and different views however we already are working with APIs on the appointments tab for external automations, so I would prefer not to mess with it.