I would like to create a zap that occurs when my client sends me a bulk purchase order upload in my google sheet, that I can zap the 3 columns like for instance: Finds the service m8 job number and links the purchase order fieled and updates with the recvieved PO number to save manual entry for 100’s of po’s a month. It will look for the client, job number and purchase order column. This should not replace the purchase order field rather update the contents.
+6Hey
Here are all the actions/ triggers for Service M8 in Zapier- https://zapier.com/apps/servicem8/integrations
As you can see there is no Update Job action there but only Create Job in Zapier. But there is a workaround by quering the Service M8 API directly. See more about the API documentation here- https://developer.servicem8.com/reference/updatejobs
You will have to use Custom request from Webhooks in Zapier to do that. Here is a helpful article about that- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps. For Google Sheets you can just use the native triggers/ actions( https://zapier.com/apps/google-sheets/integrations). New Spreadsheet Row trigger and Find/ Update row action can be useful for your usecase.
I can understand it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
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