New Request Form Zap
The only actions you can use for a Zaps are new folder or new task. I would like to be able to trigger a zap from someone submitting a request form.
Ex. We're a real estate team, our transaction coordinator submits a request form to copy a blueprint for actions to do to close the transaction. I would like the information from the form to go to our CRM, which creates deals, notes, updates tags, etc.
I agree, it would be great if Wrike/Zapier allowed us to be able to do this. But as of right now, Wrike wants us to use their service, Wrike Integrate.
That would be fine but there’s isn’t an action for when a project is duplicated or a request form is ran.
Through Wrike Integrate, you can setup a recipe that watches for new or updated projects and then run actions based on that. When someone fills out a request form, this will trigger the new project or task automation (depending on which gets created by the request form). Using that trigger, you can have it send the information to various CRMs.