Teamwork + Teamwork Desk
Add new Teamwork Desk tickets as tasks in Teamwork
Would you like a task to be created in Teamwork for every new ticket that arrives to your Teamwork Desk inbox? This Zapier integration makes it possible. After activating this integration, new tickets that arrive in your inbox will automatically create a task in Teamwork using the details you specify.
Would you like a task to be created in Teamwork for every new ticket that arrives to your Teamwork Desk inbox? This Zapier integration makes it possible. After activating this integration, new tickets that arrive in your inbox will automatically create a task in Teamwork using the details you specify.
- When this happens...
New TicketTriggers when a new ticket is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create TaskCreates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TicketRequired
Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
TypeRequired
Message Format
Choose the format in which Teamwork Desk should display the message.
Cc
Bcc
BodyRequired
StatusRequired
Assigned To
Agents to Notify
Make This a Draft?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Company
Job Title
Phone
Mobile
Twitter
Facebook
Google Plus
Linked In
Address
Notes
Avatar URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
Task IDRequired
Enter the ID of the task in Teamwork Projects to which this ticket should be linked.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Choose "Add a Search Step" to find a customer ID or choose "Use a Custom Value" in the dropdown below if you already know the customer's ID.
First Name
Last Name
Email
Company
Job Title
Phone
Mobile
Twitter
Facebook
Google Plus
Linked In
Address
Notes
Avatar URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search KeywordsRequired
Enter the customer's name or email address for which to search.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordsRequired
Enter the customer's name or email address for which to search.
First NameRequired
Last NameRequired
EmailRequired
Company
Job Title
Phone
Mobile
Twitter
Facebook
Google Plus
Linked In
Address
Notes
Avatar URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ExpenseRequired
Description
DateRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Invoice No./IDRequired
PO Number
Description
Issue DateRequired
Fixed Price
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Tags
Post as Another User
Only Site Admins can post a message on behalf of another user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Destination Column IDRequired
Old Column ID
Enter the old column ID to include details of that column in the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Add Selected Users to this Project
Project Owner
Company
Select the company if different than the owner company.
Name of New Company to Create
If the company does not exist, enter the name of the new company to create.
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
StatusRequired
Notify Everyone in Owner Company?
Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Only Site Admins can create a task on behalf of another user
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Desk Ticket ID
Entering a ticket ID (from a Teamwork Desk trigger) will link this new task to the Teamwork Desk ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
Content
Description
Start Date
Due Date
Who is responsible?
Notify
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Desk Ticket ID
Entering a ticket ID (from a Teamwork Desk trigger) will link this new task to the Teamwork Desk ticket.
Allow Update to Completed Task
Default behavior will prevent updates to a completed task. Select "yes" to override this.
Fire Webhooks after Update
Default behavior will fire webhooks after update. Select "no" to suppress webhooks for this event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
File NameRequired
FileRequired
Display Name
Name to display instead of File Name.
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Only Site Admins can create a task on behalf of another user
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Desk Ticket ID
Entering a ticket ID (from a Teamwork Desk trigger) will link this new task to the Teamwork Desk ticket.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbox Filter
Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TicketRequired
Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
Assign ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InboxRequired
SourceRequired
TypeRequired
Customer EmailRequired
Enter a valid email address.
Customer First NameRequired
Customer Last NameRequired
Customer Phone Number
Customer Mobile Number
SubjectRequired
Cc
Enter a valid email address.
Bcc
Enter a valid email address.
MessageRequired
Message Format
Choose the format in which Teamwork Desk should display the message.
StatusRequired
Assigned To
Priority
Tags
Notify Customer
Whether or not a confirmation email will be sent to the customer.
Notify Creating Agent
Whether or not to send notification to the agent whose API key you are using for this integration. This is usually yourself. You will also need to enable notifications for new tickets in the Desk user profile.
Task ID
Enter the ID of the task in Teamwork Projects to which this ticket should be linked.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
Inbox
Source
Type
Customer ID
Customer Email
Enter a valid email address.
Customer Full Name
Subject
Cc
Enter a valid email address.
Bcc
Enter a valid email address.
Message
Message Format
Choose the format in which Teamwork Desk should display the message.
Status
Assigned To
Priority
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search KeywordsRequired
Enter the ticket ID or keywords (with a space between them) for which to search.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordsRequired
Enter the ticket ID or keywords (with a space between them) for which to search.
InboxRequired
SourceRequired
TypeRequired
Customer EmailRequired
Enter a valid email address.
Customer First NameRequired
Customer Last NameRequired
Customer Phone Number
Customer Mobile Number
SubjectRequired
Cc
Enter a valid email address.
Bcc
Enter a valid email address.
MessageRequired
Message Format
Choose the format in which Teamwork Desk should display the message.
StatusRequired
Assigned To
Priority
Tags
Notify Customer
Whether or not a confirmation email will be sent to the customer.
Notify Creating Agent
Whether or not to send notification to the agent whose API key you are using for this integration. This is usually yourself. You will also need to enable notifications for new tickets in the Desk user profile.
Task ID
Enter the ID of the task in Teamwork Projects to which this ticket should be linked.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task List TemplateRequired
ProjectRequired
Choose the project to which this task list template will be added.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
File NameRequired
FileRequired
Display Name
Name to display instead of File Name.
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
MessageRequired
BodyRequired
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Post as Another User
Only Site Admins can post a message on behalf of another user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Reminder
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ProjectRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Tags
Post as Another User
Only Site Admins can post a message on behalf of another user
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Reminder
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Description
Add Selected Users to this Project
Project Owner
Company
Select the company if different than the owner company.
Name of New Company to Create
If the company does not exist, enter the name of the new company to create.
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
