Having trouble with adding a task to a contact in CapsuleCRM
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?
If it does, then you may need to use a Formatter > Date/Time > Add/Subtract Time step and possible format the Date correctly.
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 :)
@RJacobs
Better to use specific naming conventions if trying to use shorthand.
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!!
Hi @RJacobs
Best would be to open a ticket w/ ZapierSupport for them to further diagnose:
