Does anyone know how I can use a lookup feature from excel or google sheets to take the next available value in column A row 1?
To be specific have a set list of preassigned account numbers that are listed in column A and just have the zap select the next row down each time it triggers to reference to my docusign template field?
I want to eliminate the manual entry if possible.
If Excel or Google sheet is not a viable solution for this, can anyone recommend anything?
Hi
Try this, in Column B add a static value of “Available”, then use a GSheets Lookup Row step in your Zap to search for “Available”, which will find the first matching row, then follow that with a GSheets Update Row step in the Zap to replace the “Available” value with an “Assigned” value.
https://zapier.com/apps/google-sheets/integrations#triggers-and-actions
Just checking in to see if you still need help with this?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.