workspaces and templates not appearing in Zapier

workspaces and templates not appearing in Zapier

I am the owner of the workspaces and templates -


Admittedly I do not know if this in on the Zapier side, but I seem to be missing several options when using Zaps to create new sheets from a template. The system does not see the destination (workspace) I want to new sheet to go in, nor the template I want it to create. What would be the best course of action?

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @brianmorgs

    Strange!

    Are you the owner of the Smartsheet items?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I am the owners of all required sheets, workspaces, templates and Zap login.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @brianmorgs

    Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • If you have several workspaces in your PandaDoc account, you will see sample templates from the workspace you connected to Zapier at the 3rd step "Connect PandaDoc + Zapier"

    If you have multiple pricing tables in a document, products from the pricing tables will show up in different arrays (like in different fields). In order to pass all products into an Action application, you need to add all product arrays in a respective field, e.g., find and add all product name (PricingTable1 Product Name, PricingTable2 Product Name fields) fields arrays in the Name field.

    If role name in PandaDoc contains an underscore (_), errors might occur in the “Create document” action causing recipient information to map incorrectly. The Zap will fail during a test.

    If PandaDoc serves as a “Trigger” application and you do not select a PandaDoc template, you’ll be able to use general PandaDoc document data only in an “Action” application. However, if you select a template, you will get all the data available in the template: tokens, fields, pricing tables, metadata.

    Zap set for a template won’t work for a document duplicate created out of this template.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @brianmorgs

    Glad you got it working!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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