Re: Update record automation

345 0
Showing results for 
Search instead for 
Did you mean: 
5 - Automation Enthusiast
5 - Automation Enthusiast

Ok, here goes:
I have a AirTable base that consists of multiple tabs, and I want to create an automation to help with some admin.
So, in one tab I have a Sales Funnel where we put different sales opportunities on add-on features in different phases. When an add-on is signed by a customer, it gets moved to the “signed” phase.

In another tab we have a project management kanban, so when an add-on is signed I create a project in that tab and I link to the sales funnel object. When the project is completed (Checkbox option) I want to move the sales funnel object to the phase “Activated” (Single Select field).

I’ve tried different ways but can’t get it to work, so any tips would be appreciated.

1 Reply 1

Hi Martin, what exactly doesn’t work? Please share some screenshots as well :slightly_smiling_face: