Hi we use Airtable to manage marketing campaigns for external partners.


Many of the partners will run several campaigns through the year. I’m currently using a form to collect invoice details which is updating my campaign table based on campaign ID. However I can’t keep asking partners to complete the form every time we run a campaign.


Each partner has a unique number. I have set up a contacts table where partner details are saved against this number.

When creating a new campaign I’d like to be able to add the partner number to the campaign table and trigger automatic population of customer records by looking up the partner number in the contacts table.


I’ve tried a few ways but can’t work out how to get this to work


thanks


Clare


this is where I’ve got to:


2 x tables linked by Partner No field


Contacts table = customer records


Test = campaign table

Trigger: when record is created in Test


Action: find record in Contacts


Update: record in Test (this is the bit I cannot get to work!)

thanks


Clare