![]() I am slightly limited to Zapier as a tool for now since the WATI integration with Integromat/make is a little “wonky” and unintelligent (or maybe I am wonky and unintelligent). If the result is FALSE, then proceed with the rest of the steps. I want AirTable to look for another Lead that has the exact same phone number, but not the same Lead Unique ID. So my idea is that after a record is created in AirTable, ![]() The problem lies thereafter, since I can have Leads with the same Phone number, I don’t really want WATI to create two of the same contact and send the same message twice. Then Zapier will also tell WATI to send a template message to the person. Then Zapier will tell WATI to create a Contact based on the details. When a record is created in AirTable, I want Zapier to notice. I have a base of all my Leads, sometimes, Leads are created twice intentionally. The primary field for this new table could be anything, really, and I probably would have a formula field that showed the data of pet name, service name, and perhaps date.Me again, I am currently using Zapier and WATI. ![]() Doesn't really matter unless you need it to be in a specific format for linking to another table or you have users filling out forms and such I just see the text: It’s not Zapier that’s the problem - you are specifying a markdown format that Airtable is incapable of interpreting as a link. The primary field for this new table could be anything, really, and I probably would have a formula field that showed the data of pet name, service name, and perhaps date. But when I write in Zapier I don’t see the Link as a hyperlink. This would allow me to create a formula field that would give me the rate for that service based on the linked Pet record That way, you can automatically move data from Airtable into other apps and vice versa. I'm assuming in the "Pets" table you have a field that denotes the size / weight of the dog or something? If so, I would put the different rates in "Services" as well, and then pull that data over into "Services Pets" via lookup fields, as well as the size/weight from the "Pets" table. If you use Airtable to store any kind of databe that leads, projects, or even eventschances are youll want to connect them to other apps. Each record in this table would represent a single service for a single pet If I were you I'd have a standalone "Services" table that just listed all of the available services, and a fourth table called "Services Pets" or something, which would have a linked field to both "Services" and "Pets". When it comes to services however, since the services are occurring at the pet level.what's the primary field for the "services" table? Any other overarching guidance on what these tables could look like? I have "humans" and "pets" tables, which makes sense. Here are some of the business-critical workflows that people automate with Zapier. With Zapier, you can integrate everything from basic data entry to end-to-end processes. With Zapier, you can integrate everything from basic data entry to end-to-end processes. Connect Airtable and LinkedIn to integrate crucial parts of your business. I'm struggling to figure out what my tables should look like. Connect Airtable and QuickBooks Online to integrate crucial parts of your business. Although Service A is always "Service A" for every pet, the price for Service A changes depending on the pet (for example, Service A will cost more for a heavier dog). A big part of my work is thinking about how I complete tasks by what services I need to do in any given day in other words, Spot might need Service A, Service B, and Service C done, and I care about knowing what services I've already done and what I still need to do for Spot. ![]() A pet will not come back for more services again in the future, so it makes sense that we could consider "pet" to be the main unit of analysis (sorry, I'm a social scientist by training, forgive my lingo). Connect Airtable and Translate by Zapier to integrate crucial parts of your business. The projects themselves occur at the pet level, since one human might come back multiple times with different pets, and all the services for a pet occur at once. Each human can have multiple pets, and each pet can have multiple services. I have (a) the human client, (b) their pet, and (c) the services that they want for their pet. For my small business, I have three levels of information I'm trying to manage. ![]()
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