I am building a zap to automate the cloning of line items across deals from one pipeline (sales pipeline) to renewal pipeline.
I want to retrieve only those line items that are held in published quote that is associated with the deal.
Quotes is not on the Find Association Action Event. I thought that I would be able manually type it in the custom option of the Type of the object the from object is being associated with, however quote object does not show up in the list.
+14Hi
What app are you using in the Zap steps?
+6Hi
Please tell us more to ensure we understand what you're trying to accomplish. What is your end goal with this Zap? Could you outline it step-by-step? If you can phrase it in the "When A happens in Service X, B should happen in Service Y" format, that will help us give you the best suggestion possible, so thank you in advance! We want to ensure we're on the same page so I can point you in the right direction!
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