Update Custom Field(s) on a Project via Zapier
For instructions on how to access the ProcessKit Zapier integration, click here.
You can also see instructions on using ProcessKit as an "action" and as a "trigger".
Projects have two types of fields that are displayed in the "Details" tab on the project: "Built-in" fields and (optional) "Custom" fields.
All projects have these "built-in" fields:
- Project title
- Project description
- Project start date
- Project end date
In addition, projects can have custom fields applied to them. For more information on how to create custom fields click here.
When Updating a Project via Zapier, you can save new values for both the built-in fields as well as custom fields.
In order to reveal the custom fields in Zapier, you must first select the Board for this project. Even if you don't intend to change the board that this project resides in, you still must select a board in order to have Zapier pull in custom fields. Zapier will then pull in the custom fields that are currently set as preloaded fields in this board.