Question

MS 365 CRM

  • 24 July 2020
  • 2 replies
  • 92 views

Userlevel 1

Hello,

When using the Trigger “New Opportunity” from MS CRM and the Action “New Project in LiquidPlanner, What info comes from MS CRM?

Then Where does LP create the Project?

 

Thank You in advance, N4Sir


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2 replies

Userlevel 7
Badge +8

Hi there @N4Sir - Thanks for your question!


You can check out what data is being sent if you go to your Zapier dashboard > Task History > click on the Zap Details in question > Task Log > to review the information that is coming from Microsoft CRM. 

It looks like when you use the “New Project” action in LiquidPlanner, it asks you which Space Name you want the project created in: The LiquidPlanner workspace you are targeting with this zap.

 

I’d recommend making a Zap with the above and giving it a try. If you run into troubles, please let us know!

Userlevel 7
Badge +12

Hi @N4Sir! Were you able to get sorted with this one?