I would like to add an organization to an existing opportunity in Affinity, but cannot find the option to do so in the update an entity job, is there a different way to do this, or an open feature request for this?
Best answer
How do I add an organization to an existing opportunity in Affinity using Zapier?
- Beginner
Best answer by ry.schwei
Hi
You may need to use a webhook step: https://zapier.com/blog/what-are-webhooks/
Here’s the endpoint I think you need to use for your desired outcome.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with Zapier and HubSpot.
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+14- Zapier Orchestrator & Solution Partner
Hi
To help give us more context, post screenshots with how your steps are outlined and configured.
- Beginner
Hi Troy,
I don’t have any specific workflow that this is attached to, I just don’t see a place in the “Update entity” Zap where there is an option to do this.
I can see in this question, linked below, that it also doesn’t have the option to add a person to an organization.
The architecture for adding an organization to an opportunity would likely be the same, and when looking at the update entity zap, it appears the same behavior is occurring (i.e. I can see the fields for the organization, like description, but not the organization itself).
I’m moreso asking if there was a new step added or anything that addressed the above question that might also cover this.
+1Hi
You may need to use a webhook step: https://zapier.com/blog/what-are-webhooks/
Here’s the endpoint I think you need to use for your desired outcome.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with Zapier and HubSpot.
+14- Zapier Orchestrator & Solution Partner
If you need to use the app API approach here are resources to reference:
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