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Import into 2 tables at once

  • 1.  Import into 2 tables at once

    Posted 13 days ago
    Our Wordpress website uses Gravity Forms and I use Zapier to bring the data into Quickbase.  The issue I am having is it is creating a Company Name (in the Companies Table) and saving Contact info (in the Contacts Table) but I can't figure out a way to relate the company to the contact automatically.  I currently have an extra field in the Contacts table that pulls in the company name and then I can manually link the related company.  Can anyone think of a way to relate this automatically with a webhook, automation, etc?

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    Mark Comish
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  • 2.  RE: Import into 2 tables at once

    Posted 13 days ago
    Edited by Adam Keever 13 days ago
    Why do you need two tables?

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    Adam Keever
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  • 3.  RE: Import into 2 tables at once

    Posted 12 days ago
    Post company name into contacts table as well and then setup a relationship between company and contact table using company name.

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    Babi Panjikar
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  • 4.  RE: Import into 2 tables at once

    Posted 3 days ago
    Edited by Justin Lapier 2 days ago

    You can do what Babi suggests, or alternatively.

    While I am not 100% familiar with Zapier's system, if it is similar to workato, here is how I would build out the recipe (workato's term):

    1. Pull data from Gravity forms.

    2. Create Company Records in QB.

    3. Query the Company Records table and extract the Record ID#'s (or other Keys).

    4. Then in your call to create the Contact record, pass the Key from #3 into the Related Company field.



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    Justin Lapier 
    Synctivate Inc.
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  • 5.  RE: Import into 2 tables at once

    Posted 23 hours ago
    Edited by Keith Jusas 20 hours ago
    Mike,
      we may have an option for you.  Our Triggers for Quick Base add-on can be fired to search the Companies table to get the record id of the Company record and then update the Contact record to connect it properly. 

    updated...I created a sample app and a sample trigger so I can demo this quickly if you are interested.

    Let me know if you'd like to know more about this.
    Keith
    Juiced

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    Keith Jusas
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  • 6.  RE: Import into 2 tables at once

    Posted 19 hours ago
    Mark,

    Let me vouch for Triggers from Juiced.  I have used their Search feature to get RID's out of parent tables to manage child relationships many, many times.

    Don

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    Don Larson
    Paasporter
    Westlake OH
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