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Hi - I’ve successfully created a Zap tied to a CRM base in Airtable. Here’s the general idea:
Airtable base: each record has a contact frequency (quarterly, semi-annually, annually, or none) and a ‘last contacted’ date. A formula calculates whether t...
@JonathanBowen THANK YOU! This is exactly what I was hoping for.
For anyone else who stumbles upon this post and wants to replicate what I did:
Zap 2:
Trigger: new completed task in TodoistFormatter: extract Record ID from taskFormatter: convert date...
I seem to be making this more complicated than it needs to be, but here’s what I’ve done:
created a formula field in Airtable that’s set to Record_ID() so that I can see the record ID for a given record
Zap 1: create task in Todoist
creates task, pas...
Justin_Barrett:
Are the comments for the task (guessing that’s what you meant re: the Notes field) not included in the data when you complete the task in Todoist and it triggers the new zap in Zapier?
Correct, Zapier says it’s storing the data...
JonathanBowen:
Find an AT record based on the name of the task
Thanks, Jonathan! I’m stuck on this step - probably because the first zap creates a task with the following text:
“contact [name], [phone] / [email]”
As a result, Zapier is passing...
