How to sync customer details between boards in Zapier when using for prospecting and onboarding?

  • 1 July 2023
  • 1 reply

I’m trying to set up a Zap where stage 1. is Prospect Interested in
It should then create an item in my Customer board - with the user’s details. I can achieve this.
However, I then want it to also create an item in my Onboarding board. In that board, the customer name should be synced to the same customer in the Customer board.

How do I do this?

Thank you in advance

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1 reply

Userlevel 7
Badge +14

Hi @serpmotor 

Good question. Help article:

How to apply JSON formatting to column values

When setting a column value within the "Create a New Item in" or the "Change Multiple Column Values" actions, some columns will require you to use JSON formatting to store your data.

You can find a list of the columns and the format of data they expect to receive below:

  • Connect Boards with a single item: {"item_ids":[1360856860]}
  • Connect Boards with multiple items: {"item_ids":[1360856860,1360856957]}