Is there a way for a form to be filled out so it updates an existing record? Ie what's the best way to associate a form with an existing record?
My use case is I want a client to update their status one week prior to a meeting. So I want to use an automation to send an email one week in advance of the meeting with a short form for them to complete. I want this information to be added to the correct existing form.
Any way to accomplish this within SmartSuite or do you need to use Make, Zapier etc?
Appreciate any input,
David