Has anybody deveoped a solution using the API's to send Update Request from a sheet?
Meeting with my developer to see if we can send an update request when the PAYMENT field changes to PAID status and the DATE PAYMENT RECEIVED is blank. Then send an Update Request to the User in the Agency Contact field which will be setup as a Contact List.
Another idea would be to get the email from a separate table that has the associated email address.
Anybody have any lessons learned from similar solutions?
thanks,
Tim