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Question

How do I auto-populate the "Contract_id" field in Spotdraft's 'Questioner Response' trigger when creating a contract?

  • 11 July 2024
  • 3 replies
  • 37 views

Now, the user flow we want is:

Use a trigger “Contract Create” in Spotdraft(which is trigger whenever a contract is created), and it’s response contains a field by the name of Contract_id. Now, we have another trigger in Spotdraft named “Questioneer response”(which returns us the metadata response for the given contract) which has an input field of Contract_id. Now we want that whenever a “Contract Create” is trigger it automatically populate the Contract_id, feild of “Questioners response” trigger.

 Could you please help with how can we achieve it?

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3 replies

Userlevel 7
Badge +14

Hi @Arpit_singh 

SpotDraft is not listed as a public Zap app: https://zapier.com/apps

Can you provide more context with what you are referring to by posting screenshots?

Hi @Troy Tessalone, sure.
 

Here if you see that, Contract Create Trigger is giving one of the field as Contract_id.

Now, 

 

As you can see, for the trigger Questionnaire Response, we have an input field as Contract_id. 


So, basically we want that whenever, Contract Create is triggered, it automatically, fill out the inout field of Questionnaire Response. So, we want 2 triggers to in some way. We try to see if Sub Zaps could be helpful, but we weren’t able to figure it out.

Thanks for the help.

Userlevel 7
Badge +14

Hi @Arpit_singh 

Zap trigger: Spot - Questionnaire Response

Field: Contract ID

Expects a number as indicated by the 123 icon.

Field is a text input type.

Means the user will have to manually input a numerical value to set the Contract ID to use.

 

Otherwise, the Zap step integration would have to be updated to be a dynamic dropdown list for which the user can select a Contract ID.