Zapier Action - Invite to project

Einar Austlid
Einar Austlid
  • Updated

This is an Action, and will require a Trigger for step #1. This guide will handle step #2 of the Zap.

After setting up step #1 of your zap, select Fonn as your app for step #2.

Select "Invite to project" as your Action Event.

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When selecting a Fonn account, Zapier will ask you for an application token.
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If you are unsure on how to find your token in Fonn, click here.

 

Which data goes where?

* = Required

ProjectID*

The ID of the project.

 

Email*

The email of the person you want to invite

 

Role*

Multiple choice dropdown menu.

  

First name

First name of the person you are inviting.

 

Last name

Surname of the person you are inviting.

 

Comment

Comment to be included in invitation email

 

 

 

 

After data has been filled in

You can now perform a test of your Zap. If you prefer not to test your Zap before activation, you can choose to skip test.

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Your Zap is now ready for use!
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