I am struggling trying to figure out how (and if) Zapier can update an existing item in Podio when triggered by a form submission in Jotform. Here’s the scenario….
- Prospect calls into our office via our VOIP system. A record of the call is created in our prospect app in Podio that contains the callers phone number.
- My team calls the prospect back and utilizes a Jotform webform to collect needed information. The prospects phone number is recorded on the webform and should match the number in the existing item in Podio.
- When the Jotform is submitted, I want Zapier to find the existing item (via the phone number) and update the item field with the information contained in the webform.
When I chose the Action Event in Zapier “Update Item” I only have the option to choose a specific item in Podio I want updated every time OR a Custom choice which allows me to choose a specific jotform field.
Is there a way to have Zapier search for an existing item to update using a common field in both apps?
Best answer by Troy TessaloneView original