
As a project manager, you must have experienced the following scenarios very often:
- You are creating a personal to-do list in Slack, and you need these tasks to be synced in Google Calendar.
- Your team has created new tasks via TaskOnBot but you need to create new Jira issues every time.
- You wish to keep track of your new tasks created via TaskOnBot in Google Sheets.
All such situations happen day-to-day to project managers. Project managers have to use a different set of tools to get this done. There are 100+ tools you wish to integrate this task management tool. But it is difficult for us at BotMyWork to develop these many integrations TaskOnBot. Then what is the solution?
Fortunately, TaskOnBot can help reduce this burden with its new Zapier integration.
What is Zapier Integration?
Zapier is a web-based application integration and automation tool that allows online applications to interact with each other. The main aim of Zapier is to enable its customers to save time in their digital practices. Zapier lets you connect more than 2000 apps with each other.
The primary advantage of using TaskOnBot is that you can create, assign, and manage your personal and team tasks natively inside Slack. You are not required to leave your chat to manage tasks via an external task management application. However, whenever a new task is created or needs to be created, there are other engagements that precede this or serve as follow-ups that complete the business operations cycle. Be it sending an email, setting up a new Jira issue for your agents, or getting your calendar updated, all of these require manual intervention.
With TaskOnBot + Zapier, you can easily build Zaps that help you automate these activities by connecting your different applications. This will, ultimately, reduce your overall business processing time and boost your productivity.
What’s a Zap?
A Zap is an integration between two applications. Creating a Zap uses a simple process where you define a trigger in one application and then an action (tasks or functions) in the receiving application. For example: Whenever a new task gets added to your Slack workspace via TaskOnBot, it can trigger an email that contains task details to be sent to a specific person via Gmail.
What are the Benefits of Zapier?
TaskOnBot notifies Zapier each time a new task is created by you. So it never misses any actions to perform. Apart from this, creating a Zapier account is FREE. There are plenty of other reasons why you need Zapier to save time by automating your project management. Zapier lets you:
- Connect to the maximum number of business apps
- Maintain more triggers and actions opportunities
- Apply plenty of customization options
- Create multi-step Zaps allowing you to identify an advanced project strategy
- Get started with your first Zap without any coding knowledge
- Learn from lots of available sources about how to use Zapier (video training courses, blog posts, and product news/updates)
- Create integrations easily and you don’t have to be an expert to configure the automation.
How do I start using TaskOnBot with Zapier?
The integration is immediately available for all TaskOnBot users to set up and use. Just visit our integration page on the Zapier website and connect your Zapier and TaskOnBot accounts to start using it.
Zapier’s dashboard is simple to use and involves a quick 2-step process to set up a new Zap. Each Zap has one app as the Trigger (TaskOnBot in our case), where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Here, every single step to make an efficient zap is presented. By following these steps, you will create your first zap and fall in love with the capabilities of Zapier:
- Log in to your Zapier account or create a new account.
- Navigate to “My Apps” from the top menu bar.
- Choose a trigger app “TaskOnBot” that tells the action app to run.
- Choose a trigger from the selected app options.
- Connect your account in the trigger app “TaskOnBot” (You will be asked to give some permissions, accept them; because Zapier is a very reliable website).
- Test the account to see whether it works properly or not.
- Select the Action app that will do the rest.
- Choose an action from the selected app.
- Connect your account in the Action app, (You will be asked to give some permissions, accept them; because Zapier is a very reliable website).
- Test the account to see whether it works properly or not.
- You will have to fill some textboxes or select options from the suggested list.
- Just before finishing your zap, test it to confirm not having any troubles. If the test is successful, you can run your zap by turning the toggle on.
Now you are done, rest will be handled by Zapier.
Examples for Project Managers That Actually Work
Here are some exciting examples of what this Zapier integration will allow you to do:
- Save newly created TaskOnBot tasks as new rows in Google Sheets
- Send emails from Gmail with new created TaskOnBot tasks
- Create Trello cards from new created TaskOnBot tasks
- Create new issues in Jira Software for TaskOnBot tasks
- Save new TaskOnBot created tasks as new Google Tasks
Final words
So, don’t wait! Start using this integration today and build zaps with your favorite applications. As always, let us know if there are any other features you’d love to see by sending us an email or commenting below!
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