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Remove a SuperOffice CRM Project Member action

Some tooltip text!
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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 Remove Project Member

    Set up an action -screenshot

  3. Click Continue.

  4. Click on the Selection field and select one of the available deletion criteria.

    Fill out your action -screenshot

  5. If its selected Project member id option, fill out the mandatory field Project member id.

    Fill out your Project member id action -screenshot

  6. If its selected Project & member option, fill out the mandatory field Project and Member.

    Fill out your Project & member action -screenshot

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

    If the above steps were configured correctly, the response should consist of Project id, Title, Responsible id, Responsible, Description, Number, Web site, Type id, Type, Status id, Status, Completed, End date, Next milestone, Note, Created by, Created date, Updated by, Updated date, Project members, Self URL.

    Zapier: Verify -screenshot

Related content

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