I’m new to this so apologies if this has been answered already. We are using JotForm to either add new accounts in Neon CRM or update existing ones. When I set the workflow to check for existing accounts it is asking for the account ID to search the CRM, but that isn’t recorded in the JotForm variables. Is there a way to link an account by email instead of account ID?
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+14- Zapier Orchestrator & Solution Partner
Hi
For us to have more info, post screenshots of the fields you are referring to in the Zap step.
TIP: Click field labels that are underlined to see a tooltip with more info that may be helpful.
Also, include screenshots of the field tooltip for us to have context.
- Beginner
The workflow starts with a jot form entry, and I am trying to push the answers into Neon One by either finding an existing account or adding a new account if none are found. I ideally would like to search accounts by email instead of account number since the response in JotForm doesn’t include the Neon One account number.
+14- Zapier Orchestrator & Solution Partner
Hi
The Account ID does not appear to be a required field.
Try leaving it blank and testing.
If the Zap step has errors from testing, the post screenshots of the error.
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