Looks good, but is there a way to check if a company already exists before the automation adds it? Otherwise, you may get duplicate companies if someone else from the same company would fill out the form.
Great question! This would require conditional logic in the automation, which at this point, isn't available. That said, it's being worked on and should be released soon! Once conditional logic exists in SS automations, you'll want to build an automation that first "searches" for the company by name (or URL, or whatever). Then, IF you find it, move on to the next step. Alternatively, if you don't find it, then create one. Given the rate that SS is pushing out updates, I'd suspect this will be available very soon, but jump into the forums if you want to upvote this request! 🙌
This is possible - I have a similar set of automation going in my workspace for a realtor client that do this These automation do this: 1. Use Zapier to turn Square Appointment into a SmartSuite Appointment Record 2. Store the name from the Square Appointment within the new Appointment Record 3. Make a new client record in the 'Client' app using this stored name information 4. SmartSuite then finds this newly created 'Client' record and links it to the appointment created in step 1 5. When a new client record is made, if the new record's name matches an existing record, merge both together, maintaining the oldest record's information Until SmartSuite adds logic to their automation feature, you just need to set up an automation that merges any duplicate records that get created
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Looks good, but is there a way to check if a company already exists before the automation adds it? Otherwise, you may get duplicate companies if someone else from the same company would fill out the form.
I have the same question. In the video he alluded to doing a find or new record and then didn’t show that.
That’s exactly what I came to ask!
Great question! This would require conditional logic in the automation, which at this point, isn't available. That said, it's being worked on and should be released soon!
Once conditional logic exists in SS automations, you'll want to build an automation that first "searches" for the company by name (or URL, or whatever). Then, IF you find it, move on to the next step. Alternatively, if you don't find it, then create one.
Given the rate that SS is pushing out updates, I'd suspect this will be available very soon, but jump into the forums if you want to upvote this request! 🙌
This is possible -
I have a similar set of automation going in my workspace for a realtor client that do this
These automation do this:
1. Use Zapier to turn Square Appointment into a SmartSuite Appointment Record
2. Store the name from the Square Appointment within the new Appointment Record
3. Make a new client record in the 'Client' app using this stored name information
4. SmartSuite then finds this newly created 'Client' record and links it to the appointment created in step 1
5. When a new client record is made, if the new record's name matches an existing record, merge both together, maintaining the oldest record's information
Until SmartSuite adds logic to their automation feature, you just need to set up an automation that merges any duplicate records that get created