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Steps

  1. On the Zaps page, click Create. Then click on the Trigger step and choose the event that will start a Zap.
  2. Click on the Action step to set up app, event, and account:
    • In the Action event section, select Create Request Message
    Set up an action -screenshot
  3. Click Continue.
  4. Fill out the mandatory fields Title, Responsible, Type and optionally other fields. Fill out your action -screenshot
  5. Click Test step to check that the action works. If the above steps were configured correctly, the response should consist of Request id, Message Id, Body, Created at, Created by id, Created by name, Author, Security level, Contact id, Contact name. Zapier: Verify -screenshot