Hello with the following sequence
Trigger: new opportunity in salesforce
Action 1: duplicate an existing spreadsheet
Action 2: add a row to a specific sheet
I’ve been experimenting with custom actions but haven’t been able to figure this out. Any help is great appreciated.
Best answer by jesse
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Hi
Good question.
Please reference this help topic:
Thanks Troy, I found this article already, but I don’t think it achieves what I’m trying to do. I should have been more clear in my explanation trying again here:
Trigger: new opportunity in salesforce
Action 1: duplicate an existing spreadsheet
Action 2: add a row to a specific sheet in the duplicate that was just created
From what I can tell the article you suggested shows how to add a row to a spreadsheet that already exists based on a round robin, but does not show how to add data to a spreadsheet that just was created by the initial trigger. Does that make sense?
Thanks for your help
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Disregard the round robin, and focus on the dynamic concept explained in the help topic starting from this section:
Thank you, I’m getting closer but I am unable to select the correct worksheet ID in step 4 of the Solution section.
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Please post screenshots with how your Zap steps are configured in order for us to have more context.
Screen shots below. You can see in the last screen shot that there is only one option for worksheet ID. It is the first worksheet on the spreadsheet, but it is not the one that I need to add a row to. When I test the zap it works as intended except the data is added to the first row of the referenced worksheet.
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The trick to make this work is to make sure the Worksheet is the first one in the Spreadsheet.
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