How to update member plans in Google Sheets using Make when new plans are added? Answered

Post author
ilyas el megarbi

Hey, how to set up when a member add a new plan it should be added to the existing google sheet member data i can't find in make to map the plan added, I already set up a router to update their info but I can't find how to update the member plan

Comments

7 comments

  • Comment author
    A J

    Hey ilyas el megarbi, you can have a module 'Get member' in between which will give you the plan connection data. After that module, you could add a module like 'Set Variable' and use the formula as shown below in the screenshot.

    It should give you a list of plan names if there are multiple plans associated with the user as well (output shown in screenshot). You could use the output and map it to the google sheet later on in the flow. Hope this helps.

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  • Comment author
    ilyas el megarbi

    A J the first automation is to get the members info to my google sheet and the first issue is it sends the plan ID but i want it to send the plan name

    The second automation is when a member add a new plan it should add the new plan in google sheet along side the first plan in the same cell, but the issue it replace the existing plan with the new plan.

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  • Comment author
    A J

    ilyas el megarbi, can you show what are you mapping in the google sheet module where it is supplying plan ID but not the name in the first automation?

    In the second scenario, you should map the plan name from 2nd module of google sheets, and also the plan name from the first module. Let me know if it helps or please provide screenshots of what you are mapping in the google sheet module to see if it will solve your use-case.

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  • Comment author
    ilyas el megarbi

    here is the screenshot of the first automation as you requested.

    here is the screenshot for the second scenario

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  • Comment author
    A J

    Okay, so in the first workflow, you can have a module 'Get a member' as the second step and that should give you the plan name along with other details. In case you have it as a 3rd step, you could just move it as the second step and use it in further google sheets module.

    And in the second workflow, you could follow the same approach as for the first workflow and have the plan names instead of plan ID. In case you want to add on to the existing data in google sheet, you can map the plans value from google sheets and then have the plan name from 'Get member' module. Hope this helps.

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  • Comment author
    ilyas el megarbi

    A J for the first method i applied what you said and moved the get member as the second but yet it still shows the plan ID should add a set variable as you shared the screenshot earlier? here is a screenshot of the current setup

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  • Comment author
    A J

    ilyas el megarbi, yes you can set the variable as I shared earlier and you should get the plan names accordingly.

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