Create a New Entity
Last updated
Last updated
To use the action to create a new Entity, you choose the option of create entity
Then you move on to the next step of Account
so that you can authenticate your account so that Zapier can access it.
You'll be presented with a page to choose the program from the dropdown. In this dropdown the program that you choose will be used to generate the form fields to input the entity data.
Click Refresh fields
so that you can load the form fields in the view. The fields above like Number of Sponsors Required
are system fields used by HelpYouSponsor and therefore not from the form fields got from the program selected above.
Next fill in the form fields accordingly, Test and then publish.
You can go to your HelpYouSponsor Account so that you see if the new record has been added