⚠️ This function is only available for Professional plans or higher. If you only have a Starter plan and wish to use this function, contact your account manager.
You can create a Google Form with as many questions as you wish.
Using Zapier you will be able to automatically generate a project on your Ezus account, where the following information will appear :
Project title
Number of people
Start and End date of the project
Project budget
💡 NB: Only the project title is mandatory, all other criteria is optional
1. Create a Google Form
Start by connecting to Google Form. You can use your Google Account.
You can then create a Form, that you will be able to give access to to your clients and leads.
You will then be able to automate the creation of a project by following these steps :
Project Title :
Create a question using the short answer:
Then enter a question, asking your customers to give their project a title
Project start date :
Create a question using the form "date":
Then enter a question, asking your customers the start date of their project
Project end date:
Repeat the project start date process, adapting the question
Budget:
Create a question in "short text" form as for the project title, then select "Answer validation" :
Then select "number" -> "Greater than" -> "0" and write in the custom error text: "Enter a whole number" as in the picture below:
Enter a question asking your customer to fill in the project budget
💡 NB: If you have a minimum budget you can change the minimum budget and modify the custom error text to include this minimum budget
Number of Pax:
Create a question in the form "short text" as for the project title, then select "Answer validation" as for the budget question:
Then select "number" -> "Greater than" -> "0" and write in the custom error text: "Enter a whole number" :
Then enter a question asking your customer the number of pax in their project.
💡 NB: If you have a minimum number you can adapt the field by putting "greater than".
If you have a maximum number you can adapt the field by putting "less than"
If you have a minimum and maximum number, you can adapt the field by entering "between".
Then adapt your personalized error message
💡 NB: You can enter the questions in the order you prefer.
2. Automation with Zapier
1. Click on Open Untitled Step
2. Type 'Google Form'
3. Click on Google Forms
4. Click on choose an event
5. Click on New or Updated Form Response…
6. Connect your google account
7. Continue
8. Choose trigger
Choose the form you created before
9. Click on Test trigger
10. Choose a form to use for tests, and click on continue with selected record
11. Choose Ezus
12. Choose an event
And connect to your account using the information explained here
13. Click on Create or Update Project…
14. Click on Continue
15. Click on Project Reference
16 . Click on Response Id
17. Click on Project Title
18. Choose the response to the title
19. Click on Budget
20. Click on the answer to the budget in the form
21. Click on Number of pax
22. Click on the answer to the number of people in the form
23. Click on Date start
24. Click on the answer to the start date in the form
25. Click on the answer to the budget in the form
26. Click on the answer to the end date in the form
27. Click on User Email
28. Select the email of the person you want to be project owner on these project
29. Click on User Email
30. Click on Client reference
31. Click on Respondent Email if the client already exists on ezus
32. Type the 'custom_field_technical_name'
33. Select the custom field value
34. Click on Continue
35. Click on Test step
Check that the message reads error = false and that a project has been created on your Ezus account
36. Click on Publish
The automation is now live!