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Create the ability to Export Customer Data as a Zapier Object

Feature Requests

  • The Data Contained in this menu including information, deals, proposals, invoices, notes, attachments, etc. should be able to be exported as 1 object or 1 record on Zapier.

  • I believe that several of these smaller / more specific threads would have their problems solved if this feature was implemented.

  • Currently, the only objects that are exported are individual deals or projects. I could see the possibility to roll up some of the information from the deals into the proposed “customer” object.

  • I understand that this may be a moderate sized technical project, however the payoff will be immediate, apparent and help DripJobs stand out even further from the competition

Posted by Jacob Kasmarcak ·
1 comment

Comments1

  • Jacob Kasmarcak

    •

    Dec 13, 2024

    • An additional thought would be to quickly implement this feature by starting with a simpler exported set of data (compared to the objects that are currently generated). This will allow problematic fields to have development time while still providing functionality in the near term