Convert Project Request to a Project

In this article, we will learn to automate a workflow which will create a New Project in Celoxis whenever a Project Request is moved to the Approved state in Celoxis. For this we will be using Zapier, if you are not familiar with Zapier then first read this article.

Automatically convert Project Request to a Project

1. Make a Zap

   

2. Choose Celoxis app and Issue Status Updated as the Trigger

   

3. Sign In to your Celoxis account

   If the account already exists then select it from the list.

   

4. Paste your Celoxis API key

   

5. Check the details and Continue

   

6. Test the Trigger

   

7. Select a Sample

   The data from the sample will be used in other steps to set up the Zap.

   

8. Choose the Filter app

   

9. Setup Filter

   

10. Continue

    

11. Test the Filter

    

12. Choose Celoxis app and Create Project as the Action

    

13. Select the account

    

14. Customize the Project

    Here you can map all the fields from request app to a project.

    

15. Test the Action

    

16. Turn On the Zap

    

17. Zap is Ready!