Sortd for Gmail and Salesflare

Team Collaboration sortd.com ↗

How to connect Sortd for Gmail

Via Zapier — 14 operations available. Set it up ↗

What you can automate

When task Completed in Sortd for Gmail, create task in Salesflare.
When new Task Created in Sortd for Gmail, create task in Salesflare.
When new Task in Salesflare, create Task in Sortd for Gmail.

About Sortd for Gmail

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

Sortd for Gmail operations on Zapier

Triggers (7)

Start a workflow when this happens

Get a Lists Tasks — Triggers when a List's tasks are retrieved.
New Task Created — Triggers when a new Task is created on the specified board or list.
Task Archived — Triggers when a task is archived.
Task Assigned — Triggers when a task is assigned to a team member
Task Completed — Triggers when a task is marked as completed.

Show 2 more triggers

Task Deleted — Triggers when a task is deleted.
Task Moved to List — Triggers when a task is moved to the specified list.

Actions (7)

Things Salesflare can make it do

Assign a Task — Assign a Task to a member of the Sortd Board on which the Task exists
Complete Task — Completes a Task in Sortd
Create Task — Create a new Task in Sortd
Create Task From Gmail Thread — Create a Task in Sortd from a new thread in Gmail
Mark Task as Incomplete — Changes a previously completed Task in Sortd to show is Incomplete

Show 2 more actions

Move a Task to a New List — Move a Task to a New List (either the current Board or a different Board that the user has access to)
Unassign Task — Remove the currently assigned person from the Task / Clear the Task assignment