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Best answer

Having trouble with adding a task to a contact in CapsuleCRM

  • 9 November 2021
  • 7 replies
  • 73 views
R

Hi guys,

 

First of all, thanks for your help. I am trying to create a zap that automates a Gravity Forms Sign-up, creates or appends an existing contact in CapsuleCRM and subsequently adds a task to that contact to send them an email in 2 weeks. Almost everything is set up, although I am having trouble in the last part. I want to add a task in CapsuleCRM using Zapier and attach this task to the contact that was just created. There is an option in the Zap (see screenshot below)

, although it does not attach it to the contact I specified. I used the Contact ID right here, but also tested firstname lastname or email address. None of it is working. Any ideas?

 

Thanks!

 

 

Attached the zap:

https://zapier.com/shared/c211f257032e9a807e3e0f9fd8e8b3820564caf9

icon

Best answer by Troy Tessalone 10 November 2021, 03:09

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @RJacobs 

Are you getting an error when testing that step with how it’s mapped?

Have you tested if it’s a different field that might be causing the issue?

May be helpful to post screenshots with how your Zap steps are configured vs just the 2 fields.

 

You may want to open a ticket with Zapier Support: https://zapier.com/app/get-help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
R

Hi @Troy Tessalone , no, no errors.

 

I’ll add the screenshots:

 

And the piece of text in the test:

 

id

104087374

category

id

789559

name

Email

colour

#444444

description

New IEMA Brochure Download by TestNiels TestNiels

detail

Name: TestNiels TestNiels

Email: test@test.nl

Downloaded brochure at: 2021-11-09 21:18:36

From: https://www.umio.nl/programmes/em/2021-international-executive-master-of-auditing/

dueTime

02:31:00

status

OPEN

party

id

221498500

type

person

firstName

TestNiels

lastName

TestNiels

pictureURL

https://facehub.appspot.com/default/person?text=TT&size=100

opportunity

null

owner

id

427255

username

n.geominij

pictureURL

https://facehub.appspot.com/default/person?text=NG&size=100

name

Niels Geominij

daysAfter

null

taskDelayRule

null

nextTask

null

active

true

createdAt

2021-11-10T01:31:29Z

updatedAt

2021-11-10T01:31:29Z

dueOn

2021-11-24

completedBy

null

completedAt

null

taskDayDelayRule

TRACK_DAYS

overrideToCurrentUser

null

repeat

null

hasTrack

false

link

https://pge.capsulecrm.com/party/221498500

case

null


 

Troy Tessalone
Userlevel 7
Badge +14

@RJacobs 

Issue might be with how this field is configured,

Try using a real date and see if that works.

If it does, then you may need to use a Formatter > Date/Time > Add/Subtract Time step and possible format the Date correctly.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
R

Brilliant @Troy Tessalone ! Oddly it did came through with the two weeks later, but noone assigned to it. I used the formatter now and it’s working fine! Thanks so much :)

 

Troy Tessalone
Userlevel 7
Badge +14

@RJacobs 

Better to use specific naming conventions if trying to use shorthand.

e.g. +14d for +14 days instead of two weeks later

https://zapier.com/help/create/customize/adjust-date-and-time-values-in-zaps

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
R

@Troy Tessalone thanks Troy!

 

There’s still a minor problem in my zap actually. There are no errors whilst testing all steps, but when I turn it on it automatically disables itself again.

 

Do you know what might cause this? Thanks a lot!!
 

Troy Tessalone
Userlevel 7
Badge +14

Hi @RJacobs 

Best would be to open a ticket w/ Zapier Support for them to further diagnose:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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