Hello!
I have a table called "Payments" where I record all my payments of the day, I upload a csv file daily. Each record represents a transaction and could be a declined transaction or an approved one. Daily I check my declined transactions and call my clients, if they answer and agree i fill out a field called Rescheduled Payment Date. The next day I'll upload the csv file of the payments of this day and want to create an automation that finds a record with the same name and that the payment date matches the Rescheduled Payment Date of the first one it encounters if the payment is approved.
I hope this is possible to achieve and thank you in advance 😊
