The table will contain the Sales Person’s name, their email address, email subject, email body, and a Status of ‘To Send’. These will be used to send emails using Airtable Automations to the Sales Person with their bonus payout information. Now that we’ve searched the “Won Deals to Process” table in the Business Finances base for any record containing the Status of “New”, we’re going to create new records in the Emails table. If you open your Sales base, you should also see your Bonus Processed checkbox now CHECKED in the Sales base where the each Deal was previously not checked. You should see the Trigger and Update executed and you should see the Deals from your Sales base added to your ‘ Won Deals to Process’ table in the Business Finances base Now that you’ve added the Trigger and Update into the Scripting App, be sure you have at least 1 or more records displayed in the Won Deal view in the Sales Base.The right side is the Sales base field name On the left side is the Business Finances base field name.In TODO 2, we used Option 2 and created variables mapped from the Sales base to the Business Finances base.In this instance, for TODO 1, we are using the results from the previous Trigger as the lookup value.Inside the Update script, complete all relevant TODOs.Paste the script into the same Airtable Scripting app where you added the Trigger in your Business Finances base – Paste the script below the Trigger.Rename your Update to Update Finance Leads from Sales Deals.In the Default Create Value for Status, type New.For the Field Values, choose Deal ID, Sales Person, Sales Person Email, Deal Amount, Company Name, and Status.In Configurations details, choose the Business Finances base and the Won Deals to Process table.In the Update Configuration, choose your Airtable account as the Airtable Connection.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |