Hi all,
As above, I’m trying to create a Zap which takes Freshsales Tasks and turns them into Timeneye Phases.
(I’ve created another Zap which makes a Timeneye Project when a Deal is created on Freshsales.)
For my second Zap, I’ve begun by creating my Trigger step when a new Task is created in Freshsales.
Here’s where I run into trouble:
I’ve found that Freshsales Tasks don’t contain their associated Deal name, only the Deal ID as “targetables > id”.
Curiously, it only seems possible for Zapier to search Freshsales for Accounts, Contacts or Leads, and only by their name or email - so, no searching for Deals and no searching by id.
Likewise over in Timeneye, it’s also only seems possible to create and search for a Project by its name, not by any metadata like id. And the name search seems to need to be full and exact match only - I’ve tried a few typical wildcards (*, %) and have even tried making the Project name the Deal id before the Deal name (“00000000 | Deal Name”) but there doesn’t seem a way to get Timeneye to recognise the Project name from the numerical string only?
It seems like the only way to make this work would be to use the numerical id only as the Project name - but then it’s not super human friendly!
Would appreciate any thoughts or work-arounds!
Best answer by ken.a
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