Find a SuperOffice CRM Request action
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Steps
-
On the Zaps page, click Create. Then click on the Trigger step and choose the event that will start a Zap.
Click on the Action step to set up app, event, and account:
- In the Action event section, select Find request

Click Continue.

Choose your Search Criteria from the available options.

Set your Search Value.

Click Test step to check that the action works.
If the above steps were configured correctly, the response should consist of Request id, Title, Author, Contact id, Company name, Owner id, Owner, Category id, Category, Priority id, Priority, Status, Access level for request, Origin, Created by id, Created by, Replied at, Closed at, Deadline, Self URL
