Projects x Activities integration with ZAPIER

Fanny_Rehel
Fanny_Rehel Member Posts: 9 VERIFIED MEMBER
5 Up Votes First Comment
edited January 17 in Workflow Automation #1

Hi,

I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer.

I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ?

Thank you !

Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 196 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary

    Hello @Fanny_Rehel,

    Even though we have an open API collection for the Projects section, Zapier has not yet implemented it. In this case, the best workaround would be to use the Zapier Custom API Requestion Action based on our Project API library to find the Project and link the Activity. Since there is not a dedicated Search Project endpoint, this would be an ideal fit if you are creating the Project within the same Zap as well.