I am trying to create the following Zap:
- New opportunity creation in SFDC triggers
- A new basecamp project to be created from a template
We have a full list of templates in basecamp but not all of them load in Zapier which is causing me some issues
Here is the screenshot of what’s available in Zapier (scrolling capture)
VS what we actually have in Basecamp:
I can notice a couple templates missing from the Zapier update. I’ve tried re-connecting to the account, connecting to my own personal account.
I did notice that we are actually running Baseamp 4 and not Basecamp 3, which is not available to choose from the Zapier integrations. Could that be the issue?
Project is not showing up on the dropdown options
Make sure the account connected to the Zap has been formally added/invited to the project: https://3.basecamp-help.com/article/72-inviting-people-to-a-project
I noticed that you’re already working with one of our Support Specialists in this.
If you have further questions on this, please continue working with our Support Specialist.
@Charie - I realize I don’t have access to our shared account email address as I am working as an individual contributor. That ticket can be closed.
Would someone from Support be able to help me with this on this forum instead?
Here is the list of the templates, with the full URL in Basecamp
Can you confirm the Basecamp 3 account connected to Zapier has been added/invited to the project you are trying to select?
Could you kindly send a screenshot of the specific Project you wish to use including the address bar?
Please note that if there’s any personal information, kindly blur them for security purposes.
Looking forward for your response! 😊
The template project I’d like to include is this one:
Thanks for the screenshot!
As you can see on the URL of the template, there’s an ID. You may go ahead and use the “Custom” tab on the dropdown, then manually type the ID of the template.
Let me know how it goes! 😊
I think that worked, but now I need to track down the project since I’m not technically a member while using an automation to create this. I’ll follow up again! Thanks