Find Records in SmartSuite Automations

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  • เผยแพร่เมื่อ 10 ก.พ. 2025
  • In this video we learn about the new SmartSuite automation action "Find Records." We can use this in so many different ways in our workflows, in this case, I am showing how we can link form submissions from existing customers to their corresponding contact records.
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ความคิดเห็น • 2

  • @peterland001
    @peterland001 8 หลายเดือนก่อน

    Hi, is there anyway to create a separate path that the automation will follow if it cannot find an existing record?

  • @JenniferSlack12
    @JenniferSlack12 ปีที่แล้ว

    I am trying to use the Find Records So that If I change my Campaign Open Cart Date then all 40 (Marketing) Post Due Dates will change. However, I think it's not working because of the post are generated in a prior automation with -36 days and -35 and -34 and so one based on that Open Cart Date.