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Hi all. My first question on the Community forum, so please bear with me.
Now that Airtable has added a Find Record action in automations (Yay!), I am wondering if anyone has figured out how to create an action in the event that a record is not foun...
Hi. Any. luck in getting this to work? I am trying to do the same thing. Your video is exactly the issue that I am running into. I cannot search the second table for names that match the “name” of a record in the first table. I want to be able t...
Do you have a gmail account and have you tried sending the email through that? I was able to automatically send emails out of a gmail account. I used a checkbox field titled “Send email?” and an automation with a trigger that looked for records wit...
Hi. I tried an approach that might work for you.
(1) Fields Set Up:
Create a checkbox field called “Change Carrier?” (or whatever you would like to call it).
Create two fields, “Current Insurance Carrier” and “Prior Insurance Carrier”
(2) Automat...