Tiphaine - profile

Tiphaine · Apr 04, 2023

Hi there!I have set up a masterlist of advocates that is pulling all of our advocates from different bases, using synced tables. Now I want to have a field that will tell us when the person was last reached out to so we have a good overview. I have s...

Tiphaine · Feb 23, 2023

Hi there, I'm getting started with automations from my team.What I want to do :TRIGGER: when a record enters a view/table (let's say table A)ACTION: Find record: check if the record exists already in another table (table B)Conditional actions: - if i...

Tiphaine · Apr 04, 2023

That was super obvious I don't know how I missed that!  seems to work well, thank you @TheTimeSavingCo !!

Tiphaine · Feb 23, 2023

Thanks @pressGO_design It worked! I had an issue on what to select from the previous Find record action, but now it's all good, and the comma + writing down the option works really wellThanks for your help!

Tiphaine · Feb 23, 2023

Hi @pressGO_design Thank you!I actually just managed to get rid of the error so I'm all good for that. I completely agree with you, Name is not ideal and I just used a random field for testing, my goal is to use the email field.I actually have anothe...

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Trigger an automation every time there's a new value

Find record action, if record found update it, if not create new record

Re: Trigger an automation every time there's a new value

Re: Find record action, if record found update it, if not create new record

Re: Find record action, if record found update it, if not create new record