Lists, Lead Scoring & Workflows

Afd-mark
Participant | Elite Partner
Participant | Elite Partner

People in new list when there are changes made in properties

SOLVE

Hi,

We have an API from an Umbraco form to request a private lease car. When customers fill this form in, they are coming on a list. We use this list for another API (through Zapier) towards another 'company'. When people fill in the form twice, for another car, the properties will change but the person is still on the list. The trigger in Zapier is the list. 

We want that the 'company' also get the second request. 

 

Is it possible to make a new list, and that people that made a change in one of the properties they are also in the second list?

 

Ofcourse we can also made an API from the Umbraco form directly to the 'company'. But we spend a lot of time (and money) in this, so we hope there is a solution.

 

Thanks!

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1 Accepted solution
malcolm1
Solution
Member | Gold Partner
Member | Gold Partner

People in new list when there are changes made in properties

SOLVE

This may be the sort of issue that we have been solving via the API with our own in-house plugins but if you are using Zapier you probably have a few extra tools there.

 

My first thought is that you should be able to design a workflow that ensures that exactly the same process is followed for a first time customer and a returning customer.  We use custom properties in our workflows for these things:

 

processStartTime: timestamp

processStarted: boolean

taskOneActive: boolean

taskOneStatus: string

... and so on

 

We build dynamic lists based on these properties and target them in our workflows.

 

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2 Replies 2
malcolm1
Solution
Member | Gold Partner
Member | Gold Partner

People in new list when there are changes made in properties

SOLVE

This may be the sort of issue that we have been solving via the API with our own in-house plugins but if you are using Zapier you probably have a few extra tools there.

 

My first thought is that you should be able to design a workflow that ensures that exactly the same process is followed for a first time customer and a returning customer.  We use custom properties in our workflows for these things:

 

processStartTime: timestamp

processStarted: boolean

taskOneActive: boolean

taskOneStatus: string

... and so on

 

We build dynamic lists based on these properties and target them in our workflows.

 

natsumimori
Community Manager
Community Manager

People in new list when there are changes made in properties

SOLVE

Hi @Afd-mark ,

 

Thank you for posting your question.

@Aakar and @malcolm1 , would you mind sharing your advice for @Afd-mark ?

0 Upvotes