Creating a new project from a template and updating row information using Zapier

Pedro Cuberos, PMP

Good afternoon. 

I am currently using Zapier to automate the creation of a project sheet once an initiative gets approved on a log. The current configuration is the following:

1. New initiatives are captured into a sheet called "Initiatives Log" through the use of a form
2. Approval of the initiative is captured on a column called "Approval Status"
3. Zapier uses this change to create a sheet from a template called "Project Template". that contains a header section (rows 1 to 10) to capture project information (project sponsor, project manager, start date, required by date, total budget, etc...)
4. The project manager assigned to the initiative has to go into the recently created project and populate the first rows by copying the information from the "Initiatives Log".

I was wondering if someone in the community has been able to automate step 4.  I have tried several zap configurations, however, I always get stuck when trying to update a row on a sheet that was created as part of a previous step on a multi-step zap.  The "New row update" action in zapier requires a row ID and I have not been able to find a way to capture the Row IDs of the rows from the recently created sheet. 

Thanks in advanced!

 

Mick Jordan

Hi Pedro, not used that approach with Zapier.  We have built an API app that achieves this ie updates the project info at the top of the sheet in the initial rows.

For larger organisations with lots of projects, templates, reports and project info they should consider using Control center which we are also familiar with.

Happy to share info on either of our approaches if you are interested to know more.

 

Mick