Hi,
I have a Zap already where we send a proposal out via GoProposal to a prospect which creates a new client and contact on Pixie.
If the prospect agrees the proposal, then they will automatically be sent a Gravity Form to fill out.
I need to create a Zap so when that Gravity Form is completed (sometimes not all of the questions in the form will be completed so I don’t want blank answers to update fields that already have data in it), the client file is update in Pixie (our practice management software) with all the information provided in the form.
When I'm creating a new step to find the client in Pixie, it’s only allowing me to find them by the ID or the Name. I don’t know how I could get the ID part to work but I feel the email would be better incase someone has the same name. Does anyone have any ideas?
Thank you!
