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SDay
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Member since ‎Mar 12, 2021
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Sara Day

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SDay on October 08, 2021
Workflow to update a property in a deal ONLY if the deal has been updated after going into a stage
This is a little convoluted but we are using Zapier to create a document (through Formstack) pulling fields from Hubspot when a deal is moved into the Kickoff Call Scheduled stage. However, that document is then static, and fields are often upd read more
Reply Discussion Deals
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SDay
Participant
September 23, 2021
Reply to Edit Contact Owner Internal Value
Genius, thank you! That was my first if/then branch! Super cool!
SDay
Participant
September 22, 2021
Reply to Edit Contact Owner Internal Value
Hi Frank, I tried your workflow and it works great, HOWEVER, the value it's copying to the new field for Zapier is still the internal value of t...read more
SDay
Participant
September 10, 2021
Reply to Export of date picker field to Excel using Zapier
I am using Zapier to pull a date field from a deal into Formstack and create a word document. My dates are appearing as Seb's above, but since I'm no...read more
SDay
Participant
September 10, 2021
Reply to Date format when exporting to Google Sheet
I'm exporting dates to a word document through Zapier and then into Formstack. Is there a way to set an export format for dates that isn't in millise...read more
SDay
Participant
September 08, 2021
Reply to Export Deals Pipeline Board View
Has anyone found any other ways to do this? I'd love to be able to send this view as a daily or weekly attachment/download without having to do this ...read more
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