Question

Update Airtable when project is updated in Dubsado

  • 22 March 2022
  • 6 replies
  • 29 views

Hi! I have a Zap that creates a record when I have a new client that enters into Dubsado. As I update the status of my project in Dubsado, I would like to automatically update the records with any new information I may get. As I begin to create the Zap, I am running into confusion on what to set up. Do I need to put all the fields in the required field? 


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6 replies

Userlevel 7
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Hi @DJ Stash 

Good question.

Perhaps you can post screenshots with how your Zap steps are configure to give us more context, and outline a specific example for us to trace the desired data flow, thanks.

 

I have attached several photos. I get stuck at the “Set up Action” for AirTable

Userlevel 7
Badge +14

@DJ Stash 

FYI: Here’s a help article about how to take screenshots on a Mac: https://support.apple.com/en-us/HT201361

Userlevel 7
Badge +14

@DJ Stash 

This expects the Record ID from Airtable.

 

You may need to first add a step: Airtable - Find Record (or Find/Create Record)

Then map the Record ID between Zap steps.

@Troy Tessalone are you also an expert in Find Record? lol. I was trying that way at first but could never find my record so the test failed

Userlevel 7
Badge +14

@DJ Stash 

Please reference this help article for how to Find/Update Records: https://zapier.com/help/doc/findingupdating-rows-airtable