Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Trying to Create a New Record When status equals value

1332 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Target_Socially
4 - Data Explorer
4 - Data Explorer

Hey guys,

I am setting up some database automations. Basically right now, I create the invoice record after they respond to an email. But I would like to trigger it off of status change. Basically when status = accepted, I would like to create a new invoice record. Does anyone know how I could achieve this with Zapier or another way? I was thinking doing a webhook or something along those lines.

2 Replies 2

Welcome to the community, @Target_Socially! :grinning_face_with_big_eyes: First, set up a new grid view in the table containing your status field, and filtering it based on that field, so that only records marked as “Accepted” appear.

In Zapier, make a new zap that begins with the Airtable “New Record in View” trigger, pointing it to that view you just made. The next step will be the Airtable action, making a new record with whatever properties you wish for your invoice. Zapier will ignore any existing “Accepted” records, only triggering when a new one is added to that view.

Target_Socially
4 - Data Explorer
4 - Data Explorer

Thank you for the welcome and thank you for the response!

Definitely was not thinking in those lines, but it makes total sense! I will give that a go!