Salesflare Salesflare Integrations

SmartTask and Salesflare

Productivity smarttask.io ↗

How to connect SmartTask

What you can automate

  • When new Contact in SmartTask, find or create contact in Salesflare.
  • When new Task in Project in SmartTask, create task in Salesflare.
  • When new Task in Salesflare, create Task in SmartTask.

About SmartTask

SmartTask is an online work management software for teams to track and manage their processes.

SmartTask operations on Zapier

Triggers (3)

Start a workflow when this happens

  • New Contact — Triggers when a new contact is added to the organization
  • New Task in Project — Triggers when a new task is added to the project.
  • On Task Completion — Triggers when a task is marked completed.

Actions (2)

Things Salesflare can make it do

  • Create Contact — Creates a Contact
  • Create Task — Creates a new task

SmartTask operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch New Contacts — Triggered when a new contact is created.
  • Watch New Task Comment — Triggers when a comment is made in a task.
  • Watch New Task Reminder — Triggers when a reminder notification is sent.
  • Watch New Task in a Project — Triggers when a new task is linked to a project.
  • Watch Task Completion — Triggers when a task is marked as completed.
Show 1 more triggers
  • Watch Updates to a Task's Custom Field — Triggers when a custom field value is updated.

Actions (14)

Things Salesflare can make it do

  • Add Followers to a Task — Add followers to a task.
  • Add a File Link to a Task — Adds file link to the task.
  • Add a Task Comment — Adds a comment to the task.
  • Add a Task Reminder — Adds a reminder to a task
  • Add a Task to Projects — Link a task to projects.
Show 9 more actions
  • Create a Contact — Creates a new contact in SmartTask
  • Create a Task — Creates a task in the organization.
  • Duplicate a Task — Duplicates a task
  • Get a Task — Fetches a particular task
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Task CustomField Value — Updates task's custom field value.
  • Update a Task Description — Updates description of the task
  • Update a Task Name — Modifies a task's name
  • Update a Task Status — Marks a task as complete or in-complete.

Searches (7)

Look up existing records

  • Filter Tasks — Lists filtered tasks. Limited to 200 tasks.
  • Get Project Members — Lists project members. Limited to\n100 members.
  • Get Subtasks — Lists subtasks of the current task. Limited to 100 subtasks.
  • Get Task Contacts — Lists contacts associated with the\ntask. Limited to 50 contacts.
  • Get Task Reminders — Fetches task reminders
Show 2 more searches
  • Search Contacts by Email or Phone Number — Fetches contacts by email or phone number. Limited to 10 contacts.
  • Search Contacts by Name — Lists contacts that matches the query. Limited to 10 contacts.

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