Hello, community! If you’re a fan of automations, we have exciting news for you
We’ve added a new Zapier action and two new triggers to help you create efficient workflows.
But the one we’re most excited about is you can now sync tasks between different task management tools.
Sync tasks with Asana, Salesforce, Monday, Clickup, Airtable or anywhere you currently manage tasks!
With the Update Task action you can:
- Set a task status to Completed (i.e. checked)
- Set a task status to Not Completed (i.e. unchecked)
- Set a task due date
The Task Ready trigger will trigger actions when:
- A workflow run starts. It will fire for each task that is not stopped, is not hidden, and is approvable (if it’s an Approval Task)
- A task is shown by a conditional logic rule
- A task is no longer stopped
- A task becomes approvable (i.e. when all tasks the Approval Task is approving have been submitted for approval)
You can now also use the trigger when a workflow run is completed to create your zaps.
Learn more about our Zapier integration here.
Check out this article on how to sync tasks with Monday.com (the process is the same for most apps)