I have a Client Management base that has a main table called “Accounts” with a list of accounts by name. I have a second table called “Online Presence Builder,” where new records are automatically created using the Jotform integration.
When clients fill out the Jotform form, they choose the type of project they want to be completed.
The trouble I am having is creating an automation/script that will compare the company name in the Online Presence Builder table to the account name in Accounts.
If they match, I want the automation to add the project named in the automation to the projects listed under the client.
If they don’t match I want to create a new account to the Accounts table.
I found a few examples that were close but I couldn’t figure out how to make them work for me.
Does anyone have any ideas? It would really help!