Add Activity Category to Zapier
One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Please add. Our firm is currently trying to figure out how to work around using Zapier. We have multiple advisors with multiple calendly appointment types. Calendly is integrated to RT but the activity type that is created in RT does not match the event type from Calendly.
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Anonymous commented
It seems that you should be able to link Zapier's Activity Category to Redtail's Category field.
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andrew smithson commented
this seems like it should be a simple addition to the available fields!!!
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Anonymous commented
Add "create note" as a action with the Zapier integration.