Workflows between Contacts & Deals module
Hello,
To begin, we have renamed the Contacts module to Clients and the Deals module to jobs.
We are implementing a external asset tracking system with barcoding and Zoho and we wanted it to be able to update the Jobs module via Zapier, but we can no longer update a module entry (ugh.)
But we can trigger an update to the Clients module!
However, it won't allow me to create a field update in a workflow when starting with clients in Jobs...only Accounts and Vendors.
Can I custom function help me update a field in the Jobs module based on a field in the Client module? If so, can I get help writing it?