I'm looking to setup an automated way to take custom attributes synced over to IC as Company Data, and put that into a spreadsheet for our agents to use as a 90-day audit.
I thought I could do this with a Series (using the Series action to tag the company) and then using zapier to "see" that company tag and input the relevant information into an Airtable, but I'm running into trouble because the Series feature only supports USER tagging, and the company data I need isn't included in the user section in a way that is useable as many of our users are attached to multiple companies.
Have you guys found a good way around this? @eric f11 do you have any ideas? I'm open to using more 3rd party apps if I need to, but I'm trying to not take up any dev resources for this.