Your Internal Request Form is how you receive projects requests from other departments within your company.
When someone submits your request form, a new project will be added to your Project database and tagged with ‘PMM Request’ so it appears in your Internal Request Dashboard.
Click here to create a copy of the Google Form template in your own Google Workspace.
Click here to copy the Zapier template you will use to connect your Request Form to your Hub.
Follow the steps below to complete the Zapier setup so new requests are added to your Hub:
Connect your Google account and Internal Request Form As part of the Zapier setup, you will need to connect your Google Account and your copy of the Internal Request Form. One completed, click “Test Trigger” to verify that the connect is working properly.
Connect your Projects database to Zapier In order to connect your Projects database to Zapier, you will first need to go to the main Projects page in your Hub > click the three dots in the top right corner > scroll down to ‘Add connections’ > and add ‘Zapier’
Connect your Notion account and Projects database The second half of the Zapier setup requires that you connect your Notion Account and your Projects database.
Connect your form fields to your project properties in Notion The last step is to connect your form fields to the corresponding properties in your Projects database. This will ensure that the answers submitted through your form show up in the right place in Notion.