Task Trio and Salesflare
How to connect Task Trio
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When contact Created in Task Trio, find or create contact in Salesflare.
- When contact Updated in Task Trio, find or create contact in Salesflare.
- When task Completed in Task Trio, create task in Salesflare.
- When task Created in Task Trio, create task in Salesflare.
- When task Updated in Task Trio, create task in Salesflare.
- When new Task in Salesflare, create or Update Task in Task Trio.
About Task Trio
Task Trio is a team collaboration tool to organize tasks, use team chat, and keep projects on track.
Task Trio operations on Zapier
Triggers (6)
Start a workflow when this happens
- Contact Created — Triggers when a contact is created.
- Contact Updated — Triggers when a contact is updated.
- Project Created — Triggers when a new project is created.
- Task Completed — Triggers when a task is completed.
- Task Created — Triggers when a task is created.
Show 1 more triggers
- Task Updated — Triggers when a task is updated.
Actions (4)
Things Salesflare can make it do
- Create Or Update Contact — Finds a contact in the system (partial match supported).
- Create Project — Creates a new project inside a space
- Create or Update Contact — Creates a new contact or updates an existing one. Matches by ID first, then by email within your organization.
- Create or Update Task — Finds a task in the system
Searches (2)
Look up existing records
- Find Contact — Finds a contact in the system (partial match supported).
- Find Task — Finds a task in the system
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