Zap updates one field only - the Contracts field - by uploading the PDF. If you only need one record, then for this kind of search you’d want to use the Search Formula field. That means that the search step can’t return all records that match the criteria. Using this return, Zap finds the corresponding record in Airtable (which is already there it does not create a new record if one isn’t found).ĥ. The first thing to point out is that the Find Record search action for Airtable will only return one record, it wont return all records that match the search. Zap splits the text of the file title and returns the first portion (which is the person’s name).Ĥ. Contracts are sent via HelloSign and once signed by all parties, land as PDFs in a Google folder.ģ. Here are some of the business-critical workflows that people automate with Zapier. With Zapier, you can integrate everything from basic data entry to end-to-end processes. I’ve tried preceding the PDF element with a comma in the Action step (a desperate stab in the dark), which obviously didn’t work.Īdditional flow/logic details, if it’s helpful:ġ. Connect Airtable and Stacker to integrate crucial parts of your business. I want it to leave the existing PDF when it attaches this new one. Then create events, notifications, or tasks directly from Airtable entries. Collect information from your app or tool of choice and automatically store it in Airtable. My Zap currently works brilliantly except that when it finds the correct record, it updates it by deleting the old contract PDF and replacing it with the new contract PDF. Airtable combines the ease of a spreadsheet with the power of a database, and with the help of Zapier, you can instantly put your data to work. Zapiers automation tools make it easy to connect Airtable and Customer Fields. Zapiers automation tools make it easy to connect Airtable and Jira Software Cloud. Set up the Airtable trigger, and make magic happen automatically in Customer Fields. Zapiers automation tools make it easy to connect Angel Match and Airtable. I have a roster of people who sign multiple contracts with us throughout the year, and was hoping to keep PDFs of those contracts organized within an attachment field in Airtable. Set up the Airtable trigger, and make magic happen automatically in Jira Software Cloud. Set up the Angel Match trigger, and make magic happen automatically in Airtable.
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