Matching records using fields from two different tables

[jerra]

Hi there! 

I want to create two tables that create "matches" based on certain criteria's between the two tables. The one is for houses, the other for people who are looking for a certain house. As soon as a match is found, a signal needs to be send to a third party tool that sends the specific house to a person. The script that sends this signal to the other tool is already in place.

Whenever a new profile is created or a new house is created/updated, the matching criteria needs to run (we primarly match on price, m2 and location).

My initial thoughts are to run three separate automations based on the create/update triggers with a script that searches through the database.

Is this the most effective approach or would there be a smarter way?

[TheTimeSavingCo]

Hmm, may I know why you think you need a script for this?  Is it that you think there's a possibility of there being >100 matches?  If not, it seems like you could try the following:
1. When a new house is created / updated
2. "Find Record" action that looks for "People" records whose criteria match the new / updated house
3. Script that sends the signal to the other tool to send them the house

And you could do the same in reverse for when a person record is created or updated?

[jerra]

Hi! Thought of this too. The current dataset consists of 200 profiles already, growing with 15 per day. Whenever a house is created, it needs to go through all profiles again to check for a match. Would we be hitting any limits?

[TheTimeSavingCo]

Hmm, the main limit would be the number of matches it found as 'Find Record' can only return 100 matches.  If you think that when a new house is added there's even a tiny possibility that the house might match more than 100 people's criteria, then going with the script is the way to go I think