am Mai 28, 202311:18 AM - zuletzt bearbeitet am Jun 5, 20232:27 PM von kvlschaefer
Teilnehmer/-in
Copy activity meeting date to a custom deal property
lösung
Hi.
Is it possible to copy an Activity>Meeting> (specific meeting type)? scheduled date to a custom deal date property?
I havent been able to access the scheduled date of the meeting. I see it as a trigger in a workflow, but HS does not seem to let you copy the value for use in workflows.
Mai 30, 20236:41 AM - bearbeitet Mai 30, 20236:43 AM
Ratgeber/-in | Elite Partner
Copy activity meeting date to a custom deal property
lösung
@CKasnett - If you have Ops-Hub a custom-coded workflow action can be used to retrieve and stamp the date in the meeting activity log over to your custom deal property.
May I know what detail I put into the object id and what other info I need to complete to indicate which field to copy from and to, to get the meeting scheduled date property?
Mai 30, 20236:41 AM - bearbeitet Mai 30, 20236:43 AM
Ratgeber/-in | Elite Partner
Copy activity meeting date to a custom deal property
lösung
@CKasnett - If you have Ops-Hub a custom-coded workflow action can be used to retrieve and stamp the date in the meeting activity log over to your custom deal property.
Copy activity meeting date to a custom deal property
lösung
Hi Hannah & CK - I have a similar use case (copy the date of a specific type of meeting into a custom property. Custom coding is a bit advanced for me but Zapier seems to be a good solution.
I have set up the first two steps as per the screen shots shared but I'm a bit stuck with the third step - update the deal. Not too sure what detail I put into the object id and what other info I need to complete to indicate which field to copy from and to.
Hoping one of you might be able to lend some guidance? 🙏
Mai 29, 20237:26 AM - bearbeitet Mai 29, 20237:27 AM
Vordenker/-in | Platinum Partner
Copy activity meeting date to a custom deal property
lösung
Hey @CKasnett I think what you're looking for is under a contact property, if you go to copy a contact property value into a deal property in a workflow you can choose "copy property value" then choose the contact property of "Date of last booked meeting in the meetings tool"
Would this achieve what you're looking to do? It's worth noting that this is a persistent property value too, it will always be populated with the last booked meeting. So you might want to set your enrollment criteria to be filling out a meeting form or something like that, then set an action to wait 1 minute so the property will update, then have the action to copy the value.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Copy activity meeting date to a custom deal property
lösung
Hi Tom,
Thanks for the reply!
Unfortunately this does not solve the issue. I'm looking to copy the meeting date of a specific type of meeting, not necessarily the date of the last meeting booked. (see image below) I was able to create a workflow trigger for the meeting type, now all i want to do is copy the date the meeting was scheduled for to another custom property...