Hi! I have a Zap that creates a record when I have a new client that enters into Dubsado. As I update the status of my project in Dubsado, I would like to automatically update the records with any new information I may get. As I begin to create the Zap, I am running into confusion on what to set up. Do I need to put all the fields in the required field?
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+14- Zapier Expert
- 31405 replies
Hi
Good question.
Perhaps you can post screenshots with how your Zap steps are configure to give us more context, and outline a specific example for us to trace the desired data flow, thanks.
+14- Zapier Expert
- 31405 replies
FYI: Here’s a help article about how to take screenshots on a Mac: https://support.apple.com/en-us/HT201361
+14- Zapier Expert
- 31405 replies
This expects the Record ID from Airtable.
You may need to first add a step: Airtable - Find Record (or Find/Create Record)
Then map the Record ID between Zap steps.
+14- Zapier Expert
- 31405 replies
Please reference this help article for how to Find/Update Records: https://zapier.com/help/doc/findingupdating-rows-airtable
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