I’ve built a client meeting interface for my team with the following elements: Client record dropdown elementMeeting record dropdown elementClient Goal filter element (to filter for only the goals linked to the meeting)Client Action Item filter eleme...

When using hubspot in past there was a great feature where, if you update to a certain value in a workflow, you’d be prompted to complete a range of other fields that need to be completed for that stage in the workflow (otherwise you couldn’t save th...

We’re in the process of building out some serious zaps and need some guidance on what will happen if we use zapier to ‘add’ items to a “link to another record” field which already contains values. We have tables for both Clients and Meetings which ar...