Here’s what I’m attempting to do…..
I have an intake Paperform that our staff use. The submission of that form is the trigger. From the information gathered there, we want to create a new record in two different Airtable tables - and then link those records to each other. So it kinda looks like this….
Paperform —> Create new Airtable record in Pets table —> Create new Airtable record in Clients table —>….and then link the two new records to each other.
That last step is the part I’m having trouble with. What is the best way to do that? Do I add a “find” step for either of the records that we created in previous steps (does that even work)? What’s the best way to use the “Update Record” action to link records together in Airtable?
Best answer by Troy TessaloneView original
Check out this help article: https://support.airtable.com/hc/en-us/articles/206452848-How-to-link-records-in-Airtable
You need to have a Link field in your Airtable Tables.
Then in your Zaps, you need to map the ID of the record created in Step 2 to the record created in Step 3 in the Link field.