Trigger Zap when Client is archived (offboarding) | Voters

Trigger Zap when Client is archived (offboarding)

complete

Valerie Tate

I have Zaps that set up folders and such when a new client is added. I'd like to also automate my offboarding process by having Zapier move folders to my archives and other things based on when I archive a client. Please make this available!

January 9, 2025

Geoff Mina

marked this post as

complete

You will get the client updated Zap and you can check the "archived" value to see if it is set to True.

Valerie Tate

Geoff Mina Thank you. However, when I try to create the zap, it's not identifying either of the 2 clients I just archived. I tried reactivating and re-archiving, but of all clients I've ever archived, it only ever identifies one (which is one I created for an internal project and later archived BEFORE either of these 2 recent ones). Is there something I'm missing?

Geoff Mina

Valerie Tate the sample data just grabs a random client.

Valerie Tate

Geoff Mina I made it live and tested it and it worked. Thanks for your help!