I have a typeform on my website and my current zap creates a customer in Housecall Pro. Is there a way to have the zap also add a tag to the customer so that I know the new customer was made?
Question
Housecall. pro Tagging.
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
Does the HCP Create Customer action have a field for Tags?
The HCP API endpoint to Create Customer shows a Tags field.
+14- Zapier Orchestrator & Solution Partner
Can you post screenshots of the fields available in the HCP Create Customer action when you are configuring the Zap?
+14- Zapier Orchestrator & Solution Partner
These are your Tag fields for HCP in the Zap.
In HCP, this is the list view that should show those Tags:
Have you manually tested each Zap step, then reviewed the results in HCP? (make sure to refresh after each test)
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