I am creating a CRM base and am running into an issue with an automation I created.
My base contains (3) tables:
- Opportunities
- Interactions
- Tasks
The interactions table has a field that is a Link to the Opportunities table. When an interaction record is created, the user must select the appropriate opportunity to link the interaction record to.
I have created an automation that whenever a record is created in the interaction table, a new record is created in the tasks table. This automation works as intended.
However, I need to automate linking the newly created task to the opportunity linked in the interaction record. There does not appear to be a way to achieve this through a single automation.
I thought what was needed is a secondary automation for updating a record. Meaning:
- When a record is created in the Tasks table
- Update a record in the tasks Table
- Record ID = The newly created task
- Additional Field to Update = Opportunities
The problem is that there is no logic pointing the second automation to the first. So, the automation doesn't know which opportunity to link.
Does anyone have any pointers/suggestions?
Thank you!
