Create a SuperOffice CRM Project Member action

Some tooltip text!

• 1 minute to read

 • 1 minute to read

Steps

1. On the Zaps page, click Create. Then click on the Trigger step and choose the event that will start a Zap.

2. Click on the Action step to set up app, event, and account:

   • In the Action event section, select Create Project Member

   

3. Click Continue.

4. Fill out the mandatory fields Title, Responsible, Type and optionally other fields.

   

5. Click Test step to check that the action works.

   If the above steps were configured correctly, the response should consist of Project member id, Company id, Company, Project id, Project, Project member type id, Project member type, Contact id, Contact, Contact email, Comment.

   

Related content

• Remove Project Member Action
• New Project Member Trigger
• Project Member Changed Trigger
• Create a SuperOffice CRM action - detailed steps