The Atlassian Community Forums are currently in read-only mode. We will be relaunching on a new platform on September 22 (read more here). We apologize for the extended downtime. For concerns or questions, please email communitymanagers@atlassian.com. See you on the other side, on the new Atlassian Community Forums! :)

×

Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Zap from Form to Create Card - Need Default Card Template

Will Crabtree
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
January 23, 2024

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.

1 answer

Comments for this post are closed

Community moderators have prevented the ability to post new answers.

1 vote
Hannah Humbert - Simpla Workflows
Community Champion
January 23, 2024

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.

TAGS
AUG Leaders

Atlassian Community Events