1.Catch Hook payload
Integrate Webhooks by Zapier and webhook tools to receive the copy-job payload and map source to users.
Create copied longevity records for new business units
Automatically catch copy-job webhooks across Webhooks by Zapier and Knack. Create and update matching longevity records when copy-job starts, payload includes source user, or source unit identifiers load—so you can protect owners, preserve milestones, and update job status without manual migration work.
How this automation copies your longevity records
When a copy-job webhook starts, delays can stall migration and create mismatched ownership. This automation maps users, retrieves source longevity items, loops through each record, creates matching records, and updates the originating job—so your team can migrate longevity data reliably.
Webhooks by Zapieror swap with your favorite app
2.Find record for user mapping
Integrate Knack and user lookup tools to find the matching user so you can link created longevity records to owners.
Knackor swap with your favorite app
3.Find source longevity items
Integrate Knack and data filters to retrieve the source longevity list for the configured business unit.
4.Loop over returned records
Integrate Looping by Zapier and iteration helpers to process each longevity item individually through the pipeline.
Looping by Zapieror swap with your favorite app
5.Create longevity record per item
Integrate Knack and record creation to create the target longevity entry and update job status when the loop ends.
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Step 1
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