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App Integrations

Zapier

Through Zapier SmartTask connects with more than 1000 apps. Connect with Gmail, Salesforce, Proposify, Bidsketch, SMS and more.

How to connect Zapier with SmartTask

  1. Click on this link to create a Zap: Create Zap
  2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
  3. Connect SmartTask and a complementary app to Zapier.
  4. Follow the steps to set up the Zapier automation, known as a Zap.
  5. Test out your new Zap.
  6. You’re all set! The automation runs in the background, saving team precious time.

Examples of what can you do with Zapier?

  1. SmartTask + Google Spreadsheet: A Google Form or Spreadsheet can be an easy way to collect data. However often times that data should be turned into todo lists and tasks.
  2. SmartTask + Google Calendar: Keeping multiple task systems and calendars up to date can be quite a hassle. Achieve two-way sync with Zapier integration.
  3. SmartTask + Messaging : Do you want to send project updates through SMS to your customers? Whenever a task is completed in a project, you could trigger a SMS to the end customer through Zapier.
  4. SmartTask + Wufoo: One of our customers uses Wufoo integration to collect service requests from customers and converts them to a task in SmartTask.
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