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?
+6
Hi there
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:
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! 😊
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