Zapier update client custom fields / add notes | Voters

Zapier update client custom fields / add notes

Kimberly Marie

After a new client is created, zap creates their google drive folder/s.

I would like to then have zapier add the folder id to the client's custom field at the end of the flow. Could also be functional to have added to notes.

April 10, 2024

Aishling

Similar-ish to this, after a client signs an agreement, Zapier creates a pagein Notion. It would be great to have the ability to use Zapier to add the page url to an opportunity custom field.