This Recipe updates a Merge Tag during project creation with a Typeform link that is prefilled with the GUIDEcx Project ID in a hidden field, allowing it to easily be tied back to the project by the Update GUIDEcx Task from Typeform Response recipe.
Create Custom Merge Tag within GUIDEcx for Typeform URL
Follow the steps below to create a custom merge tag:
Navigate to the Custom Fields Tab in the Company Details page.
Select + Add Custom Field.
Name the Tag something identifiable.
Check the "Make Merge Tag" box.
Save Custom Field.
Installing the Recipe
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
This recipe requires parameters to be configured before it can run successfully. Scroll to the bottom of the recipe and click configuration parameters to finish setting up the recipe.
This is the url to the Typeform without any hidden fields.
ID of GUIDEcx custom merge-tag
Follow these steps to retrieve and paste the ID for the custom merge tag that will be used in the task instructions.
Within GUIDEcx, navigate to the Custom Fields tab within Company Details.
Click on your custom merge tag created for this recipe.
Copy the 32-Digit 'custom-field-id' from the browser URL.
Paste the ID into the recipe.
Starting the Recipe
From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe". The Zendesk integration is now live.
Follow these steps to test the recipe:
Add the Custom Merge Tag created for the recipe to a task description in a GUIDEcx Template and create a project with the template.
Within the Custom Fields tab of the project. The custom merge tag should be populated with a link to the Typeform containing with #project_id= and the GUIDEcx project ID appended on the end of it.