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Search and Update Record Between Tables

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tahsinh
4 - Data Explorer
4 - Data Explorer

Hello,

I am trying to set up an automation where if the invoice number column of a record in the "Payments received" table matches the invoice number column of a record in the "Invoice" table, it will update the "Invoice" table record with a checkbox.

1 Reply 1

Yeap, you'll just need a Find Record action and an Update Record action to update the found record

Screenshot 2024-03-08 at 8.21.08 AM.png

This automation also creates a record if it can't find a record in the main table, so you can get rid of that if you want!

Link to base

There's a high probability that you'll be better served linking the records together and using lookup fields, and here's Airtable's guide on how to set up an automation to find and link records: https://support.airtable.com/docs/linking-existing-records-using-automations