Question

Affinity: How to automate copying data from a list specific field to a global field

  • 8 May 2023
  • 1 reply
  • 38 views

Userlevel 1

Within our Affinity.co Affinity account we have an organization list. Within it there is a field called “Status” which can only be a list specific field. We are an investment firm utilizing this as a deal pipeline where the status is the stage of review a company is in.

 

We would like to create a global field called “Global Status” that uses Zapier to copy the list specific “Status” and put the same value in the global field.

Does anyone know how to do this? 


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1 reply

Userlevel 7
Badge +6

Hi there @EP_Zap_Account,

Great to have you in the Community! 🎉

I've got a suggestion for your workflow that I think might work well. You could use the Affinity app to trigger the Zap whenever a new organization is added, and then update an entity using Affinity as well. The Zap will look like this:

  1. Trigger: Affinity (New Organization)
  2. Action: Affinity (Update Entity)

Also, you may want to check out suggested workflows for Affinity from our website: https://zapier.com/apps/affinity/integrations. This could give you some more ideas on how to automate your workflow using Affinity.

Let me know if you have any other questions! 😊