Assistance Needed: Send Table Data for Main PoC Checkbox

Ryan Kirkpatrick · 2025-04-30 15:26:59.013434+00

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 :slightly_smiling_face:

Assistance Needed: Send Table Data for Main PoC Checkbox | Clay

12 comments

· Sorted by Oldest

Channeled
APP
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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.
Sources: Write to Table [Clay 101] - Clay University Write to Table [Clay 101] - Clay University
Channeled
APP
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Anna Wang
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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:
Loading attachments
Anna Wang
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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 Kirkpatrick
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Thanks - what's the proper syntax for adding a condition for matching on domain?
Ryan Kirkpatrick
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I have a domain field in both tables
Ryan Kirkpatrick
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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 Wang
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You can use the Use AI button to generate a formula for you with the right syntax! Here's an example
Loading attachments
Ryan Kirkpatrick
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Thanks! I'd need a wildcard for the is "clay.com" part because i'd want it to check for a match on every domain in the accounts table, not just one. How can we do that?
Anna Wang
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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
Loading attachments
Ryan Kirkpatrick
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Was able to get the basic send info over, but struggling with the domain piece.
Ryan Kirkpatrick
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Can we jump on a quick huddle?

Channeled
APP
·
·
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.
Sources: Write to Table [Clay 101] - Clay University Write to Table [Clay 101] - Clay University
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Anna Wang
·
·
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:
Loading attachments
Anna Wang
·
·
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 Kirkpatrick
·
·
Thanks - what's the proper syntax for adding a condition for matching on domain?
Ryan Kirkpatrick
·
·
I have a domain field in both tables
Ryan Kirkpatrick
·
·
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 Wang
·
·
You can use the Use AI button to generate a formula for you with the right syntax! Here's an example
Loading attachments
Ryan Kirkpatrick
·
·
Thanks! I'd need a wildcard for the is "clay.com" part because i'd want it to check for a match on every domain in the accounts table, not just one. How can we do that?
Anna Wang
·
·
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
Loading attachments
Ryan Kirkpatrick
·
·
Was able to get the basic send info over, but struggling with the domain piece.
Ryan Kirkpatrick
·
·
Can we jump on a quick huddle?