Question

A Complicated Request - Bear with me.

  • 14 July 2022
  • 2 replies
  • 17 views

Userlevel 1

So, we have a pipeline that charts our academic courses in a semester. The course is created as an Opportunity Record, the tutor (People Record) is the primary contact, and then individual students (People Records) are attached.

What I have been asked to do is to see if there is a way to create an automation so that, when a Student is appended to the Class their name is added to a Google Sheet Tab (which will form the basis of the class register).

I can see no obvious way to do this, neither through Workflow automation or reporting, nr by running a Zapiier Zap.

Any thoughts, suggestions, or help, would be gratefully received.


2 replies

Hi Rob, which trigger were you using within Zapier?  Updated Person should do the trick.

Userlevel 1

Hi Rob, which trigger were you using within Zapier?  Updated Person should do the trick.

Okay. To be honest I hadn’t even gotten that far!

Will take a look at ‘Updated Person’ as a Trigger and see where it takes me.

Thanks!

 

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