Find Records in SmartSuite Automations
ฝัง
- 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.
⭐ Sign up for SmartSuite! partners.smart...
(Aff link - support the channel at no additional cost to you)
Hi, is there anyway to create a separate path that the automation will follow if it cannot find an existing record?
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.