I am trying to set up an automation that enables a custom 'people' field to update based on its associated 'organization's' field. How do I do this please?
Hi @dwightbailey ,
Do this :
Trigger = Organisation uptdated
Condition = The field you need
Action = Uptdate Person Field (then select your field)
Thanks @Axel Depierre
When I get to your final step "Action - update person field" it asks me to add a person:
So it seems you are only able to do it the other way around : update an organisation based on a person trigger
Then you can select the organisation associated to the person.
Did you find another solution ?