I’m trying to generate a Household in WealthBox based on an intake form. The Zap lets me create the household, and Zapier has fields on the action step to populate the data for household name, type, and e-mail. I want to modify household ‘contact source’ ‘contact type’, ‘status’ etc. When I hit continue and test it, those fields exist. How do I make it so I can modify the data in those fields as well?
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Hi
To help us have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode so we can see the field types and field descriptions.
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The screenshot you provide is a partial context for 1 Zap step.
We would need to see how your Zap steps are outlined and how each step is configured in EDIT mode to have full context.
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