First, you’ll need a Zapier account if you don’t have one already.
Then you can start setting up integrations or automation - or Zaps as they are called in Zapier. You’ll set up triggers - ie when something happens in another app (someone fills out a form on your website) - that can then create a task for you in Taskable (send that person a follow up email).
Alternatively, you can also set up Zaps where Taskable is the trigger. For example, every time I check off a task in my Work space, then send a Slack message telling the channel the task name has been completed.
We have some ideas for how we’ll use the Zapier integration to automate repetitive tasks and boring data entry.
We often do some project management and prioritization using a simple Google sheet. One Zap we’d love to set up is to create a task in Taskable when an action item enters the ‘in progress’ state.
We love to engage with new followers. We could set up a Zap where every time we get a new follower, we get a task to go and say hello on Twitter.
Or, to improve accountability, what about a Zap that sends a tweet every time you complete an extra-large task in Taskable.
We’d love to set up a Zapier integration between HubSpot or Pipedrive tasks and Taskable. We love that you can create tasks in your CRM - it’s just that we always forget to check them.
An integration platform that enables you to connect apps you and pass information between them.
It’s free to start. You can create 5 zaps, and run 100 tasks per month on the free plan. That’s 100 times you won’t have to do data entry!
Once you’ve created a Zapier account, there are a few basic concepts you’ll need to understand to get going with Zapier integrations. The first is a trigger step or trigger app. This is what sets the Zap in motion. The next is the action step, or what happens once a Zap is triggered. You can have multiple action steps for each Zap.
For example, when someone fills out your survey in Typeform (the trigger) and you want it to send a message on Slack with the survey results (action step 1) and also create a task for yourself in Taskable to follow up with them (action step 2).