Skip to main content
Question

Import into 2 tables at once

  • October 29, 2019
  • 0 replies
  • 24 views
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?

------------------------------
Mark Comish
------------------------------
This topic has been closed for replies.

AdamKeever1
Forum|alt.badge.img+2
  • AdamKeever1
  • Quickbase Alumni
  • October 29, 2019
Why do you need two tables?

------------------------------
Adam Keever
------------------------------
  • BabiPanjikar
  • Quickbase Alumni
  • October 30, 2019
Post company name into contacts table as well and then setup a relationship between company and contact table using company name.

------------------------------
Babi Panjikar
------------------------------
Forum|alt.badge.img+1
  • JustinLapier
  • Quickbase Alumni
  • November 8, 2019

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.

​

------------------------------
Justin Lapier 
Synctivate Inc.
------------------------------

Justin Lapier Synctivate Inc. Synctivate Website
KeithJusas
Forum|alt.badge.img+7
  • KeithJusas
  • Quickbase Alumni
  • November 10, 2019
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

------------------------------
Keith Jusas
------------------------------
    Terms & ConditionsAccessibility statement