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Question

Changing the "Data" it's pulling from when creating a Zap to another example

  • 22 March 2022
  • 3 replies
  • 36 views
C

I am using Zapier to send Data from my online booking system Acuity to Mailchimp.  Depending on what type of appointment is being booked will depend on what data the patient has put into Acuity.  One thing I am trying to make it do is pull in Birthday data for all people who book who are new patients.

 

The issue I have is when I setup the Zap, it pulled a random Acuity patient and their birthday information wasn’t included, so I can’t setup that part of the Zap, is there a way for me to go in and select what Patient I want it to pull the data from so I can set it up properly?

I only ask Birthday information for one specific type of appointment.

Hope this makes sense.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @ChiroRemedy 

Good question.

Try submitting a test Acuity form with all the desired data points, then pull in that example to use to configure your Zap steps.

Here’s a help article about how to change the Zap trigger test data: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

How would I be able to select that test form?  The issue I am having is not knowing how to get it to stop using the random person it input as it’s test, it just seems to always stick to that one patient it randomly selected when I set it up.

 

Sorry, new at this :)

 

Troy Tessalone
Userlevel 7
Badge +14

Hi @ChiroRemedy 

Try submitting a dummy Acuity appointment with all the desired data points, then pull in that example to use to configure your Zap steps by following this help article: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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