I am trying to make 2 zaps adding different info into 1 google sheet/ or zap tables
connected to 2 different forms
1st connection is ok, but I am not sure how to connect the confirmation form and add the submission into a specific field
and can I make 2 workflow in the same zap?
the case details as follow:
I have google sheet with new staff and did automation to send them onboarding email ( first entry ok)
they new staff needs to activate their account/emails and send a confirmation by submitting a form (second entry dont know how )
if not activated, a show the list /or directly send a reminder ( if this field is empty)
I tried this:
read from google sheet → send email with info/links/instructions/attachment
if account is activated, submit a confirmation form → edit and add confirmation to the original google sheet
delay 2 days, if confirmation not submitted/or the field is empty, copy data ( name - email phone) to new sheet in the same file - with short formula. preset message/whatspp link or just send a reminder directly
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Hi @Mishal Ali! 👋
If I’m understanding correctly you’d want two Zaps:
Zap 1 triggers when new staff details are added to a spreadsheet and sends out the onboarding emails. A couple of days later it checks the spreadsheet row to see if the confirmation has been submitted. If it hasn’t then it adds the relevant name and email to a new worksheet in the same spreadsheet and send out a reminder email.
Zap 2 triggers when the second form is submitted and updates the relevant row in the spreadsheet that the first Zap triggers on.
To handling the conditional logic for the delay and reminder part of Zap one that’s doable with a Delay For action followed by a Lookup Spreadsheet Row (Google Sheets) search action, then you’d use Paths to check if the confirmation field in the row is still empty or not. In the path that runs if the field is empty you could use a Create Worksheet and Create Spreadsheet Row actions to create the worksheet and add the relevant information to it, then use a Send Email type of Email app action to send out a reminder.
That said, if you don’t need to carry out a different action(s) when the confirmation field has been filled then you could use a Filter instead of paths, which would allow you to stop the Zap from continuing if the confirmation field is filled.
For Zap 2 to update the correct row you’d need to use a Lookup Spreadsheet Row (Google Sheets) search action to locate the original entry by searching for something unique (like the staff member’s email address), then use an Update Spreadsheet Row action to add the confirmation to the relevant row.
Hope that helps to get you pointed in the right direction. If I’ve misunderstood or you run into any trouble on that, let us know! 🙂
Hi @SamB
thank you for your time and super helpful detailed replay
I am new to zaps. sometime I know the functions but dont know how to utilize it in zaps.
I am going to try paths and lookup spreadsheet, which I think will cover what I was missing in my setup
trial is ongoing
regards :)
Hi @Mishal Ali,
Just keep us on the loop so we can assist you further if needed. Thank you.
Hi @JammerS
thank you for your interest in my post. your time and replay is very appreciated
Hi @SamB
I am having problem to send the confirmation to the right field
2 zaps
1st: reads from spreadsheet → sends email: works fine
2nd: send google form submission confirms the user activation to the targeted field
in the lookup step, I chose a unique field to search for ( user input from the confirmation google form) but in the next step, update raw,
it asks for a specific raw and new submissions go to the same field
it should search for the input and update the specific field in the same raw. but in this setting it is a fixed field in fixed raw ( 18 as attached)
I tried making search step and add 1 field in the confirmation form to use as a guide for the epdate raw step but no input to the spreadsheet
I am taking baby steps to master each one after fixed this step I will do the reminder action
Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!
Thanks for getting back to me, @Mishal Ali! Glad to hear the approach I suggested was helpful. 😊
Looks like Ken’s suggestion should help to get the Zap updating the correct row—keep us posted on how you get on with that. We want to make sure you’re all set!
Hi @ken.a and @SamB
thank you it is very helpful article.
it was the three dot icon option than I needed
I am going to test it in separate simple 1 zap from to sheet and apply it to my original one
i am very thankful for your super helpful replies. for the late replay, I was out of town
regards :)
Hi @Mishal Ali,
I'm glad to hear the article and support from @ken.a and @SamB were helpful! Testing with a simple Zap first is a smart move before scaling up. If you run into any issues or need further help, we're here for you. Feel free to reach out anytime.