Our company uses Setmore to schedule appointments between customers and agents. When a customer sets a new appointment with an agent, we want an email with that specific agent’s information to get sent to the customer in advance of the appointment.
We have things set up where a new appointment in Setmore triggers a Zap that creates a new line in a Google Sheet. The line contains the customer name, the agent name, and the agent email.
We have another Zap set up to send an email when a new line is created in that Sheet, but so far, it is a generic email, and not one specific to the agent (agents contact information, signature, etc.)
Unless there is a better way to do this, when a new line is created in the Sheet, we want to check which agent’s name appears in the Agent column. Each agent will have their own Worksheet, and a Zap will create a new row with the customer name, agent, name, and agent email in the Agent’s worksheet.
There will be one master Worksheet and a Worksheet for each agent. The Zap will check the Master Worksheet row and send the information to the Agents Worksheet.
We will use the Agent’s Worksheet as a trigger to send a custom email.
We need help with creating the new row on Google Sheets. Right now, it is sending the same row’s information over and over again
