Help Needed with Router Configuration for Airtable Record Updates

How To
1

Hello Make.com Community,

I am setting up a scenario where I need to either update an existing record or create a new one in Airtable based on the data received from a webhook. Here’s what I aim to achieve:

  • Use webhook data to search Airtable records.
  • If a record exists with the same ‘Phone Number’, update it with the new ‘Name’ and ‘Transcript’.
  • If no record exists, create a new one with the provided ‘Name’, ‘Phone Number’, and ‘Transcript’.

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I am using a router to direct the flow but am unsure about the best practices for setting filters and ensuring that the correct path is followed based on search results. I have attached screenshots of my current setup. Could anyone review it and provide feedback or guidance on how to optimize this?

Thank you!

2

Hi Derrel,
Use the Airtable module’s “Search Records” function to search for records with the same phone number. After which you could update/create the record based on your criteria.

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3

Thank you. what i did is filter the phone input to the Airtable phone tabel then i filtered it with a basic operator does exist and doesn’t exist

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That worked!

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