Zapier Triggers: New Task

Zapier allows you to create automated actions between different apps, services, and systems. For an overview of Zapier, go here.

In this article

Overview

The New Task trigger can utilize a task created within a Zengine workspace to initiate an action elsewhere.  For example, assigning a task to another member in your workspace could send them a notification using another app, or could create a record somewhere in the workspace.

Setup

Once you have selected New Task as your trigger, you will need to select your Zengine account.

At this point, you can set up options relating to that specific Trigger.

For New Task, you can connect this to a particular workspace:

Note that this trigger will fire for each new task added from now on.  If you'd like for a trigger to fire only for certain tasks, filters can be utilized. Learn more about filters.

Next, you will need to Test.  You will need to make sure your selected workspace has a recent existing task added to it.  Zapier will then Fetch that task in order to test it.

Next Steps

At this point, you can connect your trigger to an action.  To learn more about each action and how to set them up, please navigate to the respective articles covering them in further detail.

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