Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connecting table. This would be used to send this associated items list to Quickbooks and/or PandaDoc. I use Zapier to connect CRM to those other services.
I've used "Find" to find all records on the connecting table, but it finds one and then stops (obviously). I can't figure out how to get a list of all the related items out of Zoho CRM. Anybody able to help with this?
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