May 09, 2020
I am hoping to find a way to select an option from a dropdown box in TABLE A which triggers the creation of a new record in TABLE B. It doesn’t have to be a dropdown, could be a checkbox.
The ultimate goal is to get a new record to show up in TABLE B to trigger Zapier to send an email with the relevant data to my customer from TABLE B.
I.e. IF ‘send email’ is selected in TABLE A, THEN create new record in TABLE B. > send email when new record created.
I guess TABLE B would end up being like a sent items folder, but I don’t care if I have to clean it out every now and then.
Any help is appreciated!