I am trying to create a Zap that is being triggered by a webhook. The Zap should add new entries/records to a subform in Zoho CRM. But I am not sure how to do that.
So I built a Zap using the “Update Module Entry in Zoho CRM” app. When I test the Zap it adds just one new entry. But I want to add several entries each time the Zap is running (= a new row in the subform).
How is this possible?
Can you elaborate more about how many new Zoho entries you are trying to create.
Perhaps use the Looping app: https://zapier.com/apps/looping/integrations
@Troy Tessalone ,
I do have a custom module and I want to add recurring invoices each year to this subform. So each year there will be a new row in the subform with a new invoice.
How can I do this with the Looping app?
Please clarify how many Years.
Is it always X # of Years. (e.g. always 3 years)
Or does the # of Years vary?
Best to outline specific examples and provide screenshots for us to have enough context.
It can be every 1 or 2 years.
What trigger step data point indicates whether it’s 1 year, or 2 years, or X years? (screenshots)
Here’s a screenshot of the subform…
And each year or every 2 years (depending on the subscription length/interval) there will be a new row with a new invoice for the subscription renewal.
Thanks again for your help,
The Looping app can be used to handle 1+ iterations for the Zap steps that follow.
Also, you may want to look into using Zoho CRM workflow rules instead of the Zaps: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules
@Troy Tessalone , thanks. I will have a look at it.
Were you able to solve this using Looping by Zapier or by creating workflow rules in Zoho as Troy suggested? Or did you find a different solution?
Want to make sure you’re all set here! 🙂