Hi, I have multiple tables in my database. The relevant tables and fields I have for this question I have are:
Table 1 - Org Details:
- Organization name (Manually entered) - primary field
- Domain (Manually entered)
Table 2 - Case Notes (Created when someone books a Calendly appointment, a record is created in this table)
- Case Record Number - primary field (auto-generated)
- Organization name (Related record to Table 1)
- Scheduled by (Email) - This is an email field pulled updated from Calendly via Zapier
- Domain name - Formula field that extracts from Scheduled by (Email)
Currently this happens in Table 2:
- User schedules calendly meeting, Softr creates record with Scheduled by (email) filled in. Domain name is automatically update as it is a formula field
In Table 2, what I’d like to set a workflow to do is:
- Use the domain name in table 2 to search up the domain name in Table 1 and get the corresponding organization name. Update Table 2 Organization name with the org name it found from Table 1
Where I’m struggling is that I’ve tried building multiple workflows but can’t really figure out how to proceed. I get stuck figuring out how to find the record, especially one on a different table. I am new Softr so any help would be appreciated.