1.Triggers every day at 8:00 AM
Integrate Schedule by Zapier with automation timing to run the refresh workflow to rebuild dropdown options.
Update form dropdown options daily from staff list
Automatically check active adviser options across Zapier Tables each morning, across Zapier and webhooks. Send a form update when the schedule runs, and sort names when staff records changeβso you can keep dropdown choices current without manual option updates.
How this automation keeps your dropdown options current
When the adviser list changes but dropdowns stay stale, users see the wrong selections and teams lose time correcting forms. This automation finds advisers, formats and sorts options, and posts the updated options to your form providerβso your dropdowns stay accurate without manual updates.
Schedule by Zapieror swap with your favorite app
2.Finds adviser records
Integrate Zapier Tables and data querying tools to search your staff table to pull active adviser names.
Zapier Tablesor swap with your favorite app
3.Combines name fields
Integrate Formatter by Zapier and data transformation tools to map returned name fields into a single list for options.
Formatter by Zapieror swap with your favorite app
4.Alphabetizes the option list
Integrate Code by Zapier and scripting tools to sort the combined name list alphabetically for dropdown readiness.
Code by Zapieror swap with your favorite app
5.Creates delimiter option text
Integrate Formatter by Zapier and string formatting tools to convert the sorted array into a single options string.
6.Posts updated form options
Integrate Webhooks by Zapier and form API calls to post the updated options text to the form question payload.
Webhooks by Zapieror swap with your favorite app
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