Linking contacts from sheet A to sheet B

LizTo

I am trying to connect contacts from Sheet A to a workflow automated message from a form in Sheet B. Is something like this possible?

 

Sheet A is a database of people listing names, skills, locations, emails, etc. Sheet B is fed by a form, I would like new rows to trigger a workflow to send an automatic message to a subset of the people in Sheet A based on the criteria that are chosen in the form. How can I connect the contacts from Sheet A to sheet B? Is there an alternative workaround for this? It seems that I can only choose contacts for the Sheet B workflow from Sheet B, but it doesn't make sense to co-mingle the people data with the message request data onto a single sheet.

Andrée Starå

Hi @LizTo

I hope you're well and safe!

Yes, you can "connect" them by using cross-sheet formulas and have them trigger a time-based workflow.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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LizTo

Hi @Andrée Starå , thank you for the response!

I think I understand. Are you suggesting adding another column to Sheet B, that would have a cross-sheet formula importing the relevant contacts from Sheet A?

Which formula is the best to use in this case, COLLECT?