Question

Unable to pull correct information when triggering new project in Clickup

  • 22 August 2023
  • 3 replies
  • 23 views

I am trying to create a Zap that duplicates a folder in Clickup when a Contract is signed in Dubsado, the only issue is I seem to pull the wrong information, it is not retrieving the correct information from Clickup, any feedback on this?


3 replies

Userlevel 7
Badge +14

Hi @MeganWayfinder 

Good question.

To help us have enough context, please post screenshots with how your Zap steps are configured along with an example.

@Troy Tessalone  here’s an attached screenshot, will you let me know if this helps? Under template, the desired folder is not showing up, it should show up “New Client” but only shows “Building Web Pages”, any insight as to why it’s only showing this?

 

 

Userlevel 7
Badge +14

@MeganWayfinder 

Make sure the Template belongs to the selected Workspace and Space.

 

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