workspaces and templates not appearing in Zapier

brianmorgs · 07/28/20

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?

brianmorgs · 08/01/20

https://community.smartsheet.com/discussion/comment/258467#Comment_258467

I had a picture of the issue in the original post. Zapier support was able to help. They suggested I just use the ID's when referencing Workspaces, templates, sheets...etc.

I know this is more of a "work around" but, I think I'll do this anyway, for a more accurate connection to the places I want. (In the event of duplicate sheet or workspace names)

zapfix.PNG

Andrée Starå · 07/28/20

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!

brianmorgs · 07/28/20

https://community.smartsheet.com/discussion/comment/257881#Comment_257881

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

Andrée Starå · 08/01/20

@brianmorgs

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

brianmorgs · 08/01/20

https://community.smartsheet.com/discussion/comment/258467#Comment_258467

I had a picture of the issue in the original post. Zapier support was able to help. They suggested I just use the ID's when referencing Workspaces, templates, sheets...etc.

I know this is more of a "work around" but, I think I'll do this anyway, for a more accurate connection to the places I want. (In the event of duplicate sheet or workspace names)

zapfix.PNG

Andrée Starå · 08/01/20

@brianmorgs

Glad you got it working!

Kevin Segrist · 08/13/20

@brianmorgs

Does this approach work with folders within Workspaces? I've been successful with Workspace ID's, but not folders... is there a "path" format that needs to be followed?

workspaces and templates not appearing in Zapier

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