Creating a task from other applications

Using the Zapier service you can configure the creation of a Workflowsoft task from more than 3000 applications (https://zapier.com/explore) yourself without involving IT-professionals. It’s more than tenfold faster and cheaper than classic integration involving developers, coding, and so on.

In Zapier, configure the activity Create Task. In the activity settings, when choosing a Workflowsoft account to connect, make sure that you are logged into Workflowsoft as a user who is a Workflowsoft administrator. Next, in the activity settings, enter a name for the task which you want to be created automatically.

Enter the email address of a Workflowsoft user in the Creator field; the task will be created automatically using their name. If you enter an email address which doesn’t belong to a Workflowsoft user in the Creator field, the task won’t be created.

You can fill in the optional fields Task Description, Assignee (the task will be assigned to them), Files (files will be attached to the task) with any information available in Zapier.

If you enter an email address which doesn’t belong to a Workflowsoft user in the Assignee field, or you don’t fill in this field, the task will be assigned to the user from the Creator field.

As an example of this kind of integration - you can quickly configure integration with your CRM application, so in specific conditions a task will be assigned to your sales manager, which they can complete in Workflowsoft.