How can I assign tasks using Zapier?

Please see How can I connect Tallyfy to Zapier?

When you trigger a one-off task or start a process using Zapier, this is what is possible at present.

One off tasks

  1. When Zapier creates a one-off task, it can be assigned to a specific member.
  2. When Zapier creates a one-off task, it cannot be assigned to a guest email. The task needs to be manually reassigned to a guest email in Tallyfy - after the task has been created.

Process tasks

  1. When Zapier launches a process, if a step has process starter assigned, the email associate with the Zapier will be assigned.
  2. When Zapier launches a process, if a step has a specific member assigned, the specific coworker will be assigned.
  3. When Zapier launches a process, if a step has a guest assigned, the guest email cannot be assigned automatically. The task needs to be manually reassigned to a guest email in the app, after the process has started.

If you would like help with integrations and setting up advanced features, please contact Tallyfy Support to learn more about additional services we can offer.

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