Pipelines automation to change record owner
Good morning, In short, I have created a pipeline that triggers on an event inside 'record 1'. It then creates 'record 2'. 'Record 2' ends up being created/ owned by me, however, I would like to chan...
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Thank you for your response, sorry for the delay. Would you by chance be able to send a screenshot or video of what this would look like completed? API's are confusing to me, and the literature that accompanies it hasn't quite added up for me either. To be quite honest I don't understand any of it (URL, method, name, value, content type, body, SSL). I'm not sure where to even start. Multiple records are created in my pipeline, and I'm unsure of how to address those newly created records that now have me as the record owner
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Shane Miller
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Shane Miller
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Hi Shane;
Please see Pipeline Webhook sample image below.
It is for Changing record owner.
In URL: you need destination table url
In Message body:
rid is record id of record you want to change record owner
newowner is email address of user that you want to be record owner.
You can get these values from previous step in pipeline. I am not sure how your pipeline looks. I hope this helps
Thank you
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Razi D.
Desta Tech LLC
razi@destatechs.com
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Please see Pipeline Webhook sample image below.
It is for Changing record owner.
In URL: you need destination table url
In Message body:
rid is record id of record you want to change record owner
newowner is email address of user that you want to be record owner.
You can get these values from previous step in pipeline. I am not sure how your pipeline looks. I hope this helps
Thank you
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Razi D.
Desta Tech LLC
razi@destatechs.com
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- Thank you so much!
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Shane Miller
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