Zapier Actions: Update Record

Zapier allows you to create automated actions between different apps, services, and systems. For an overview of Zapier, go here.

In this article

Overview

The Update Record action can utilize a trigger to update part of a specified record within Zengine.  For example, when a review record is created within Zengine, it can trigger a status form to be updated to indicate the review.

Preconfiguration

Before setting up an Action, you will need a Trigger that exists to initiate that Action. You can utilize Triggers from other apps, but if using triggers from Zengine, you can learn more about each trigger and how to set them up by navigating to the respective articles covering them in further details.

Setup

Once you have selected Update Record as your action, you will need to select your Zengine account.

At this point, you can set up options relating to that specific action.

For Update Record, you will need to designate a workspace, form, record ID, and optionally folder to be updated:

For Record ID, you can "Add a Search Step". Learn more about that here.

You can then decide whether you want the update to be validated; if yes, the record won't be created if there are validation errors. Otherwise, it will be created regardless.

Note that required fields won't be marked as required when setting up this action, but will cause validation errors upon testing the action.

Finally, you will see the fields for that particular form and can indicate which fields should be updated and to what.

Note that you cannot use the Update Field action in order to clear out a field or update it to be blank.

Next, you will need to Test.  Zapier will need to create a new record to test, and will present to you what will be created:

If the test is successful, you will receive this screen:

Click Finish to save this Zap.

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