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Assistance Needed: Send Table Data for Main PoC Checkbox
I'm trying to send a contact from a table to an account when I check a box indicating they're the main PoC. Having trouble getting Send Table Data to work with this. Plz help 🙂
To send a contact from a table to an account when you check a box indicating they're the main PoC, you can use our "write to table" feature. Here's how you can set it up: 1. Select the destination table (your account table). 2. Choose the list of data to send (your contacts). 3. Select the specific data points you want to send (e.g., contact name, email). 4. Add a condition to only send data when the "main PoC" box is checked. Remember, "write to table" has four key components: 1. Selecting the target table 2. Choosing the data list (optional) 3. Picking specific data points from that list 4. Adding any additional data points from the current table If you need more detailed guidance, please ask and I'll be happy to help further.
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Anna W.··Hi Ryan! You should be able to add a condition to your Send table data column's Only run if that checks if your checkbox column has been checked. Here's a gif of a quick table I got working as an example:
- Anna W.··
Send table data is a beta feature, so happy to hear any feedback, especially if you've used Write to Table in the past!
Ryan K.··Thanks - what's the proper syntax for adding a condition for matching on domain?
- Ryan K.··
I have a domain field in both tables
- Ryan K.··
Basically would be only run if main poc is checked and domain matches (only want to add a main poc if that account is present in the accounts table 🙂 )
- Anna W.··
You can use the Use AI button to generate a formula for you with the right syntax! Here's an example
- Anna W.··
You should be able to use the Lookup enrichment to check if the domain exists in the accounts table, and reference that in your condition
- Ryan K.··
Was able to get the basic send info over, but struggling with the domain piece.
- Ryan K.··
Can we jump on a quick huddle?