Zapier does not have a way to select the card template when it creates a new card from a zapped contact form. We want all new cards to use the same template, I am not locating a setting for this or a way to do this in rules. We are simply putting the form data into the description of a card but we want all new cards to have the same custom fields and checklists present.
Hi @Will Crabtree welcome to the community 😊 I don't believe there's a way to pick a template when creating your zap, however, you should be able to pre-define the checklist items and custom field values from within your zap. Alternatively, you could create a butler rule to automatically add this information to your incoming cards.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.