Hey there, @Rick H! Welcome to community - we’re so thrilled you’re here! 🎉
Can you elaborate on the desired workflow a bit for us? Sometimes it helps to phrase questions like "When this happens in [blank] (trigger) app, do that in [blank] (action) app."
Knowing the triggers, actions, and apps being using usually gives us a better idea of how to help.
I’ll also pop some resources below that may be useful if you’re just getting started with Zapier:
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