Update all client Deals records when a specific field is changed in Accounts
It feels like a simple request and I think I'm overcomplicating it. I have a pick list in the Accounts module called "Industry" and I have created a text field in Deals called "Customer_Industry".
I am trying to build an automation so that when "Industry is changed in a single customer record, all associated Deals are updated too.
- varResponse = zoho.crm.updateRecord("Deals",input.dealID.toLong(),varValues);
- info varValues;
- info varResponse;
And this works, but I have to manually enter the record IDs from both modules of the records that I want to update. How do I update all the associated deals records and how does this work in Setup > Automations > Workflow Rules - how do I pass the IDs