Linked Field Record Not Populating After Automation Runs

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5 - Automation Enthusiast
5 - Automation Enthusiast

I am creating a CRM base and am running into an issue with an automation I created. 

My base contains (3) tables: 

  1. Opportunities
  2. Interactions
  3. 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:

  1. When a record is created in the Tasks table
  2. Update a record in the tasks Table
  3. Record ID = The newly created task
  4. 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!

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