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How to create two stages with different tables in automation?

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Hey friends
I have one table that contains all the names of the people who paid money and one table of cold leads.
I want to automate that when a new record is created in the payer's table, a V will be marked with that user based on their email in the cold leads table 1.

I created an automation that looks for the email of the person who pays in table 1, but I can't find an option to "update records" for that email in table 1 because I can't find his record ID.

I would love to understand what I am doing wrong.

Thank you!

zerem_0-1672035741007.png

 

1 Solution

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If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture

Andrey_Kovalev_0-1672212892823.png

 

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8 Replies 8

@zerem As far as I understand you can only update one record at a time without having to write an automation script. So in your case I would:

  • ensure that your cold leads records have only one entry of each potential payer
  • set a condition of found records length equal to 1 to ensure that the record is found
  • select as an action Airtable record ID under found records

Hope this helps.

Hi @Andrey_Kovalev , thanks for the reply
I'm not sure we understood each other 🙂
I want basically everyone who registers in table 2 to update a certain column in table 1 as well, so I create the automation.
But I can't seem to figure out how I can update table1 based on what happens in table2.

Let's do it step by step. Does your current automation find the required record in table 1?

By the way, you can add a formula field in each of your tables with the Record_ID() function for debugging purposes. Then it will be easier to identify needed record when constructing your automation.  

that's sounds good

If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture

Andrey_Kovalev_0-1672212892823.png