Connect a record based on a key
Search for a record based on a value
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With the action “Connect a record based on a key”, you can Search for a record based on a value and link it to a different record automatically when the chosen trigger is activated.
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" action, and fill in the options:
- Table to search the 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
Click on save
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Updated over 2 years ago