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Creating a DoneDone Zap with Zapier

Note: Parts of this feature are only accessible to Account Admins and Owners only.
Note: This feature is only accessible to Account Owners only.

Zapier is a service that allows you to connect your favorite apps together.

For instance, you may want to use a Zap that creates a new DoneDone task every time a row is added to a Google Sheet. Or, you might want to use a Zap that adds a user in DoneDone everytime they're added to Basecamp.

You can search for DoneDone on the Zapier app directory.

Building Zaps with DoneDone

A "Zap" is a connection of two or more apps. The start of the connection is a trigger, which then sets off one or more actions.

For instance, as mentioned above, you could have a Zap where whenever a new row is added to a Google Sheet worksheet, a new DoneDone task is created in a specific project.

In this example, you use a Google Sheet trigger (Whenever a row is created in a particular Google Sheet worksheet X...) which sets off a DoneDone action (...Create a task in DoneDone Project Y).

DoneDone currently offers triggers for:

  • Whenever a new task is created in a project
  • Whenever a new conversation is created in a mailbox
  • Whenever a task is updated in a project
  • Whenever a conversation is updated in a mailbox

DoneDone currently offers actions for:

  • Creating a new task
  • Creating a new account membership

If there are other triggers or actions that would be helpful to you, let us know.

Zapier Triggers

New Task

This trigger fires whenever a new task is created in a project. When creating a Zap with this trigger, you choose the account and project you want to poll for new tasks. The fields available within this trigger to use in an action step are:

  • ID
  • Title
  • Description (HTML-formatted)
  • Reference Number
  • Url
  • Created On
  • Status
  • Priority
  • Assignee Email Address
  • Due Date

New Task Event

This trigger fires whenever a task is updated in a project (e.g. new task, comment, updated status, changed due date, etc.). When creating a Zap with this trigger, you choose the account and project you want to poll for new task events. The fields available within this trigger to use in an action step are:

  • ID
  • Reference Number (refers back to the task this event is associated to)
  • Comment (HTML-formatted)
  • Action (HTML-formatted) (e.g. "Michael Sanders changed the priority to High")
  • Created On
  • Creator Email Address

New Conversation

This trigger fires whenever a new conversation is started in a mailbox. When creating a Zap with this trigger, you choose the account and mailbox you want to poll for new conversations. The fields available within this trigger to use in an action step are:

  • ID
  • Subject
  • Message (HTML-formatted)
  • Reference Number
  • Url
  • Created On
  • Status
  • Priority
  • Assignee Email Address
  • Due Date

New Conversation Event

This trigger fires whenever a conversation is updated in a mailbox (e.g. new conversation, reply, comment, updated status, changed due date, etc.). When creating a Zap with this trigger, you choose the account and mailbox you want to poll for new conversation events. The fields available within this trigger to use in an action step are:

  • ID
  • Reference Number (refers back to the task this event is associated to)
  • Comment (HTML-formatted)
  • Action (HTML-formatted) (e.g. "John Doe replied.")
  • Created On
  • Creator Email Address

Zapier Actions

Create Tasks

When creating a Zap with this action, you choose the account and project you want to create tasks within, then you customize how the following fields are filled-in from the trigger:

  • Title (required)
  • Description (optional)
  • Assignee Email Address (defaults to unassigned)
  • Due Date (optional)
  • Status (defaults to the project workflow's initial status)
  • Priority (defaults to "Low")
  • Tags (comma-delimited, optional)
  • Whether to notify everyone of the task creation (defaults to false)

Create Account Memberships

When creating a Zap with this action, you choose the account you want to create tasks within, then you customize the following fields:

  • Email address (required)
  • Account Role (defaults to "Normal")
  • Company Name (defaults to your company)
  • Send email invites (defaults to false)
By 
Ka Wai Cheung
Last updated: 
April 15, 2021