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I’m very new to Zapier and a user rather than a programmer so excuse if this seems obvious. I have a sales lead table where people need to add multiple notes to a lead. Each note will have separate responsibilities and dates used for planning so it can’t just be a long text field. So I have a Notes table too and the Notes need to be passed the lead

record ID so they know which lead it relates to. I have tried adding a button to launch the form using a zap and it fails to bring through the record ID. So AI suggested I create a field for a cleaned up record ID which I did successfully. I’m passing that as the unique identifier to the Notes table. But when I click the button to launch the zap, the Note form isn’t opening.  You can tell the zap runs but nothing launches. Ive tried location and refresh for the header. Any ideas? This is my config. 

Thanks!

Hi Jamie, Welcome to the Community 👋🏻

The Webhook app does not support redirects, which I believe is what you’re trying to do with the workflow.

To confirm, were you expecting the Interface form to open up a new tab on your browser when the Zap executes?

Hey ​@jamie-cole,

You should look into sending the form url with record id parameter so it gets prefilled. Right now what you are trying to do through Webhooks in Zapier is not really supported. Hope it helps!

Thanks both. Ideally I’d like it to open the note form a bit like the native edit record form when that opens in a table, rather than a new tab. I did try using the record iD but that kept failing and AI informs me its because its a generated table. So I created the cleaned up ID record field based on the record ID and was trying to pass that in the Zap. Either way, when click the button I expect the form to open somehow, rather than whatever it is doing. Its not even like its adding a blank Note record somewhere in the background as no new notes have been added to the Notes table.

Hey Jamie, could you share a full-page screenshot, including the button you are clicking? that way we have more context on what you are clicking to try and open the form. Please blur out any sensitive information before sharing. I’ll stay tuned!

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