FYI: On the FREE version of Zapier, you can create multi-step Zaps to test each step manually, BUT you won’t be able to turn those Zaps ON unless you upgrade to a paid plan.
Can you clarify the workflow you are trying to configure in the Zap?
Meaning what is the trigger app and what is the action app?
Hi, Troy - I think I’ve been locked inside my house too long. :)
I was just being stupid about the date. (Interpreting “When” as a condition, not a date.)
So now I’m trying to figure out how to select which social media channel to post to. General workflow is:
- New row added in Smartsheet that contains
- the social channel to post to (Facebook, LinkedIn, Twitter, or Instagram.)
- the copy for the message.
- the requested post date.
I can map a copy field on Smartsheet to “Message Content” in HubSpot and the requested date to “When”, and set the “Save as Draft” value to “True.”
So now I need a way to specify which social channel to post the message to. Do you know if it’s possible to use a field in Smartsheet to select which social channel to post to? I think in terms of if/then/else, so IF Smartsheet field value = “facebook”, then set HubSpot social channel to “facebook”.
I appreciate your quick responses by the way!
Good gosh, I’m being stupid, today. Use filters, you dummy.
Sorry to waste your time.
Separate Zaps per Social Media Channel
Steps
- Trigger: Smartsheets New Row
- Action: Filter - for each Social Media Channel (https://zapier.com/apps/filter/help)
- Action: HubSpot