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Re: Search and Fill

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Ben_H
6 - Interface Innovator
6 - Interface Innovator

Hello Everyone,

I think this should be fairly simple. I have two tables. Customers (auto populated when an order is made) and the Quiz Results (auto populated when a quiz is taken on the website.)

I would be simple to link records and look up the appropriate data.

We want it all to be automated though.
The email address is most likely to match can I search(email) to link records then look up the fields.

Thanks in advance @Mohamed_Swellam @Justin_Barrett

BH

11 Replies 11
Ben_H
6 - Interface Innovator
6 - Interface Innovator

The problem is that Zapier is asking for a specific record id to be updated. So the search function won’t integrate. Any ideas?

I wrote an automation script recently for another user that feels like it might be adaptable to your situation. It sounds like a similar use case (matching emails between tables and auto-linking the records). Here’s the thread. Let me know if you have any questions.