ZAPIER AIRTABLE ACROSS MULTIPLE FIELDS UPDATE

This will allow your Zap to create a new record in the Payments table in cases where there isn’t an existing record for the company already.

In the Find Record action for Airtable select the option to create a new record if one isn’t found (and configure the subsequent fields that appear):.

ZAPIER AIRTABLE ACROSS MULTIPLE FIELDS UPDATE

Then remove the Update Record action (step 3).Click the Event dropdown menu and select the. Search for or select the app you want to use in your action.

In the Zap editor, click the Action step, or click the plus + icon to add an action to your Zap. Zapier's automation tools make it easy to connect Intely and Airtable. This will allow the Zap to see if an existing record for that company name is found in the Payments table. The Zap will perform the event in the selected app (a web service like Gmail or Slack) after it's triggered. Set up the Intely trigger, and make magic happen automatically in Airtable. Zapier Automation Platform No-code automation across 6,000+ apps. In this case, moving data between Airtable, WordPress and Code by Zapier - all without code Skip to content. Alter step 2 so that it searches the Payments table for the company name instead. In this case, moving data between Airtable, WordPress and Code by Zapier - all without code Zapier does manual, repetitive tasks so that you don’t have to.I would suggest making the following tweaks to your Zap: The company name is not the sort of Record ID reference that the Update Record Airtable would expect.Īs you’re only looking to create a record in the Payments table if an existing one isn’t found, the Update Record action isn’t necessary here. Then step 3 attempts to update the Payments table using the company name from step 1. Then step 2 attempts to search the Employer’s table for the company name from step 1 (essentially searching for the same record that triggered the Zap). It looks like step 1 triggers for new records added into the Employer’s table. Hey for clarifying and for sending over those helpful screenshots. I think I can see the issue here! :)

Zapier airtable across multiple fields