Edit Entity

Edit Entity

When you want to edit records of an entity, you'll have to choose Edit Entity

In order to edit an entity, you'll require the id of the entiy, now incase you know it or its passed through from your trigger or action then you can skip this step. If you need to look up the entity by a custom value, open Programs > Recipients, choose the intended program, and select Manage Form. Edit the relevant Text or auto-increment ID field, such as Student ID, enable Unique?, and save the form.

In Zapier, choose Get Entity by Unique Key to retrieve the entity identifiers from that unique field.

Go on to authenticate by adding an account.

You will be presented with two fields, Search Value should be value from the unique form field that you defined above so lets say if you have Student Id as the unique field then you can pass values that are for Student ID. Then for Program Id you will be provided with a dropdown so that you are able to choose which program this search should be made. The program selected should have the form attached to it, this form having the unqiue field.

Then click Continue and run a test and you'll receive the response containing the entity object

Then you can use this data for the next action.

Edit Entity

Choose Edit Entity from the actions

Then authenticate your account and move on to the Action

You'll be presented with Entity Id which can be got from the data from the previous action and then Program Id got from the data from the previous action.

Click Refresh fields so that zapier can generate the form fields, then you can fill in the fields that you want to edit and then you click Continue

Test the request and then you can publish.

You can check Gratona so that you can see the changes.