Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hello All, 

 

I have a quick question with hopefully a quick answer. I have a multi-step zap when a new Calendly appointment is made. I was wondering if I could update a project’s custom field throughout all tasks to a certain selection based on whether the Calendly appointment was for an English or Spanish client. I would like my “Language” custom field with dropdown options of English or Spanish to select the correct language. This is so my assistant knows which language to speak whenever calling the client. If there is a non-custom field way of notifying the virtual assistant which language to use, I would also be interested in those suggestions. I wish that the “Set status” dropdown could be modified so that could notify the assistant of the project’s / client’s language.

The custom field in all tasks of this project. I want it to be selected to a certain language for all tasks so that whenever the assistant is working on something within that task, she can know which language to speak to with client.
I have a long multi-step zap but it can be branched out here to update the custom field. I also tried adding a tag which is either “English” or “Spanish.” The shortcoming is that it only adds the tag to one task - I’d like all tasks to have that tag or otherwise have some sort of way of notifying the assistant of which language to use.

 

Hi @Joski 

Perhaps it would be more efficient to have 1 Task with Subtasks.

Then you could set the Language selection on the Task.

@Troy Tessalone That is a good idea. My hesitation with that is you cannot look at the subtasks in board view correct? My system is probably not optimal as I created it by scratch as I was going along. I think what will work is that I have a separate project where each case is a task (like how you’re mentioning so I can see the forrest from the trees) - then I will use the custom field to select language. That client task is then added to the corresponding client main project (in a different Team) in the section that it is corresponds to where they are in the case journey and the task shows the language. 

 

Thanks for your time and consideration!

Terms & Conditions