Zap updates one field only - the Contracts field - by uploading the PDF. Using this return, Zap finds the corresponding record in Airtable (which is already there it does not create a new record if one isn’t found).ĥ. Zap splits the text of the file title and returns the first portion (which is the person’s name).Ĥ. Contracts are sent via HelloSign and once signed by all parties, land as PDFs in a Google folder.ģ. I’ve tried preceding the PDF element with a comma in the Action step (a desperate stab in the dark), which obviously didn’t work.Īdditional flow/logic details, if it’s helpful:ġ. I want it to leave the existing PDF when it attaches this new one. My Zap currently works brilliantly except that when it finds the correct record, it updates it by deleting the old contract PDF and replacing it with the new contract PDF. I’m also having the same issue! Not sure what I’m doing wrong here….I have a roster of people who sign multiple contracts with us throughout the year, and was hoping to keep PDFs of those contracts organized within an attachment field in Airtable. "custom_fields": ” displays as the record’s email address, and I populated it by selecting the output from earlier in the task.Īny guidance would be much appreciated, thank you! I will ultimately aim to populate additional custom drop-down fields based on inputs from the Salesforce record, but I suspect I’ll have to add an interim formatter lookup table step to match those inputs to the relevant drop-down GIDs for each custom field, so I was hoping to get the simpler piece set up first :). You’ll notice in Asana’s example above that the sample code looks like this. The second thing we’ll need are the Custom Field IDs. But you may be storing it in another App which Triggers the Zap like Airtable or Pipedrive - or even using an Asana New Task in Project trigger.īy searching for the Task in Zapier by using a Find Task in Project action. In my example below - I’m going to use a Google Sheets Updated Row trigger to bring in the Task ID and the values I want for the Custom Field. If you’re updating a Task - it should already exist so we would typically get the Task ID in one of 2 ways in the Zap.įrom the Trigger. In order to send the webhooks request - we’re going to need a couple of pieces of data. Then make sure to Copy the token and store it in a secure location. We’ll Name our New Token and then click Create Token. Generating an Asana Personal Access Token (PAT)Īsana has instructions for how to do this here:Īnd once there - we’ll click the link to Generate a New Access Token. Now it’s time to generate a Personal Access Token and test it out. So both criteria for using Webhooks by Zapier to Update Custom fields on the Task are True. Question 2: Does their Update Task endpoint provide the ability to update Custom Fields?Īnd we do have the ability to update the custom fields on a task using the Update Task endpoint. Create effortless, real-time communication to update everyone who needs to be in the knowwithout any extra effort. You are able to generate a Personal Access Token (PAT) for use in API Calls. With a ZapZapiers automated workflowsyou can automatically send an email for new records added to your Airtable base. Save yourself that hassle with this integration. This will open up the option to add an existing field (also searchable by name) or add a new field to the backend base and form by clicking the + Create field option. Click on the blue + icon where you want to add the field. After clicking on the canvas, hover in between fields. Question 1: Does the Asana API use API Key for Authentication? Databases Airtable + Airtable integrations Update Airtable records with new updates to other Airtable records Keep track of data across multiple Airtable spreadsheets can be a time-consuming chore. On the canvas, you are able to: Add fields to the form. If the answer to both of those questions is “Yes” - we should be able to use Webhooks by Zapier to update the Custom Fields on the Task. Whenever I see a case like this I immediately look for the answer to 2 questions.ĭoes the Asana API use API Key for Authentication (rather than OAuth)?ĭoes their Update Task endpoint provide the ability to update Custom Fields? If so - you might have noticed that Zapier doesn’t currently have the ability to update those Custom Fields in the Update Task action for Asana. Do you use Asana for Project and Task Management?ĭo you have Custom Fields on your Asana Tasks?
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