Choose “use a custom value” in the Record selection. (Note - doesn’t work if you are finding by record ID, finding by name seems to work, but as per your comments this might not be unique, so not useful)įor your use case, it looks like an “update” is all that is required. This doesn’t work in this case, although I have used this pattern for AT updates on other Zaps. In my original answer, I suggested using an AT “find record” before the update. Now that I have the record ID, I use an Airtable “update record” component to set the completed date in Airtable. It might be that the value in your notes field is “corrupted” in some way - trailing whitespace for example - so if the steps below don’t work them you could also look at a text format action to get exactly the right value for the record ID. In your case, you should be able to get the person’s name as one field and the record ID from your notes field. Then on my second Zap when the task is completed, I read the task name (person’s name and record ID) and use a couple of Zapier text formatter actions to get the record ID. (with a pipe separator) and in Todoist it looks like this: So, in my prototype, when I create the task in Todoist, I’m mapping the person’s name and the AT record ID to the task name - something like this: However, the principle should be the same, you just set it up on different fields. Hi - I managed to get this to work, albeit in a slightly different way to you as I don’t have a paid Todoist account and so don’t have access to task “notes”. I’m struggling to figure out how I can create a zap that finds the correct record so it can update the appropriate field I’ve tried passing the recordID to Todoist via the first zap (it’s currently stored in the Notes field in Todoist), but can’t figure out how to use that to query Airtable for the second zap.Īpologies if this isn’t clear - I’m new to both Airtable and Zapier and am trying to dive in. When the task is completed in Todoist, I want Zapier to update the ‘last contacted’ field for the correct record in Airtable to today’s date. If it is, the record is marked ‘Overdue’ there’s a view of all people in the base that filters to show only those records marked ‘overdue’.Įvery time a new record hits the ‘overdue’ view, Zapier creates a new task in Todoist to contact that person, along with their contact info. A formula calculates whether today is >= last contacted date + frequency days (+90, +180, +365). Here’s the general idea:Īirtable base: each record has a contact frequency (quarterly, semi-annually, annually, or none) and a ‘last contacted’ date. Thank you in advance for any ideas - I'm stumped.Hi - I’ve successfully created a Zap tied to a CRM base in Airtable. I use the Find Record in Airtable action to first seek for existing records in Airtable and, if none, create a new record.įor these reasons, I suspect the issue lies with Airtable. Zap History shows success every single time. In building the zap in Zapier, the appropriate Base, Table, and fields in Airtable are available to select. In Zapier, I have not reached my task or zap limits, so that's not the issue. I have paid subscriptions to both platforms. Also, I've confirmed that Zapier is "on" as a third-party app in Airtable Integrations. I know this because I have another zap that works well with no issues to send the same source data to a different Airtable table in the same base. I've been troubleshooting without success, so seeks suggestions here. While Zapier indicates success sending data to Airtable, no data shows up in Airtable base and table. I've created seemingly simple Zapier automations (zap) to bring subscription data into Airtable by creating/updating records in a Base table. Hi everyone (reposting to correct category)
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