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Patrick_Baker
6 - Interface Innovator
6 - Interface Innovator
since ‎Nov 15, 2019
‎Oct 03, 2024

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  • 23 Posts
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  • 17 Kudos given
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I have an Airtable Business account and Enterprise license for Salesforce Data Cloud. Data cloud has a beta connector to airtable, but I have been unable to get them to work. Here is the information the Salesforce connector asks for:I have no idea ho...
I have a base that I use for onboarding new users. New records are created via a fillout form. I want to create a linked record in my Agents & Staff table, as well as my phone directory table when a new record is created in onboarding. I know how to ...
I am working on an offboarding workflow to use when an employee is termed and leaves the company. I made a form that is the start of the process. Once a record is created from a submitted form the automation will send out an email to the terminated u...
I have an airtable we use for my wife’s online resale business. Our item numbering consists of a letter to indicate the department (Men-M, Women-W, Kids-K, Electronics-E). We also have a number to indicate the category (1- Accessories, 2-Shoes, etc…)...
I have an automation that finds records that have not been validated for over 365, then email a notice asking the user to schedule a calendly appointment. I have an interface with a record picker and a button to trigger the notice. Trying to add an a...