Update Balance - Update Record Automation

[Ash_Hallett]

Hi all,

I’m new to Airtable, so it’s likely I’m being an idiot over here.

I recently connected the Fintable Extension to integrate banking data; Account Balances and Transactions to a Fintable Base.

I have then synced that Base in to Tables in to my Main Base to use. I have a Table where I have used a Gallery View to host card details and if it’s active, expired, type of account etc, see example…

Now, what I am trying to do, is create an automation that automatically updates the Current Balance Field as soon as that field is updated (based on the Fintable Base Sync).

When creating this Automation, here is what I tried setting up -

However, time and time again I get this error, and I cannot for the life of me figure out why?

[Mohamed_Swella1]

You need to choose the first option which reads *Name Ashley James …

[Ash_Hallett]

Ok, and now what do I tell the trigger to do?

[Mohamed_Swella1]

Now I suppose you got the correct record you want to update in the Finance table?

Add Action > Update Record > in the part where it says Record ID input the record ID from the Find step then add the Balance from the Trigger step