I want to automate my entire service process. To help support this, I need to note somewhere what services my clients have purchased. This information will be captured via Stripe (eventually) or a Google Form (currently for setup/testing purposes), along with client/company information. I am guessing that custom fields or tags would work to hold that information? I am using Zapier for the automation - how should that be setup?
Hi @Rebecca_Thorburn! Thanks for reaching out!
You can add the service in the CRM as a custom field tag for a client and use the “Client updated” trigger in Zapier. Once the custom field is updated, it will trigger the automation.
To ensure the automation only runs when the specific custom field is updated to a certain value, you’ll want to use a Filter or Path step. A Filter will allow the automation to continue only if the custom field matches a specific value. Alternatively, a Path step is great for handling multiple outcomes—each path can respond differently based on the tag.
For example, if the tag is updated to “Service A,” the automation will run a specific set of actions for Service A. If it’s updated to “Service B,” a different set of actions will run instead.
Please let me know if you have any other questions. I am here to help! 