Skip to main content
Question

Help with Zap for Projectworks

  • November 27, 2024
  • 1 reply
  • 12 views

Forum|alt.badge.img

I want to create a Zap that when a leave request is approved in projectworks it exports the data into  Smartsheets.  I need User Name, Date of leave and Leave type.  

 

I need help determining the order that I gather the data.  

If I use the New Leave request as the starting trigger event from Projectworks it passes the User ID (not user name).  I need to convert that into a Name.  But there is no option in the Action Event of Get User to do the translation. 

If I start off with a list of users, using Find Users I can get the User name and User ID, but I then cannot use the New Leave Request to get a list of leave requests to get the date and type of leave.  

 

So I am a bit stuck as to which way I should set up the zap to do what I want.  

 

thanks

Amanda 

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

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • November 27, 2024

Hi ​@AmandaH 

One option to explore is using the Projectworks API: https://api.projectworksapp.com/swagger/index.html#!/

Resources for using app APIs in Zaps:

 

Or you can maintain a lookup table to use in the Zap: