Connect a record based on a key + Create if not found

Search for a record and link it to a different record or create a new one to link

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With the action “Connect a record based on a key + Create if not found”, you can search for a record and link it to a different record or create a new one to link automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Connect a record based on a key + Create if not found" action, and fill in the options:

  • Table to search record on:
    • Select the table where you want to search the record (for example, "Clients")
  • Field to search the value:
    • Select the field where the key value is (for example, "Email" if you're searching a "Client" by their email)
  • Value to be searched:
    • Select the key value to search for
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  • Table to link connected record:
    • Select the table where you the record you're going to connect is (for example, "Reservations")
  • Field to link connected record:
    • Select the Connect tables field that points to the previous table
  • Record to link connected record to:
    • Select the id of the record that will be linked to the record you searched
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  • Set creation values if no matching record is found:
    • Specify how a new record must be created in case the search returns empty

Click on save

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