CompanyHub + Google Tasks

CompanyHub + Google Tasks integrations

Create tasks in Google Tasks for new deals in CompanyHub

When a new deal is present in CompanyHub, this workflow makes sure you stay organized by creating a corresponding task in Google Tasks. This efficient process solution ensures you never miss tracking important tasks or following up on new business opportunities. Benefit from a streamlined work process that seamlessly organizes your tasks whenever a new deal comes to your table.

When this happens...
New DealTriggers when a new deal is created.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with CompanyHub and Google Tasks

Discover other triggers and actions you can use with CompanyHub and Google Tasks

New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Custom Table
  Required
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Create Company
Creates a new company.
Action
Write

Create Deal
Creates a new deal.
Action
Write
- Company
  Required
- Status
  Required
- Bill to Name
  Required
- Contact
- Tax
- Quote Date
- Deal
- Expires On
- Delivery Method
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Country
- Shipping Postal Code
- Discount Type
- Discount
- Product
  Required
- Price List
- Description
- Quantity
  Required
- List Price
- Price
- Net Unit Price
Action
Write

- Company
  Required
- Quote
- Deal
- Subject
  Required
- Status
  Required
- Bill to Name
  Required
- Issue Date
- Shipping Date
- Notes
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping Country
- Shipping Postal Code
- Shipping State
- Price List
- Quantity
  Required
- Product
  Required
- Price
- List Price
- Net Unit Price
- Description
Action
Write
- Table to Update
  Required
- Record
  Required
Action
Write
- Table Name
  Required
- Search Query
  Required
Action
Search or write
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
- List Title
  Required
Action
Write
- List
  Required
- Task
  Required
- Title
- Status
- Notes
- Due Date
Action
Write
- List
  Required
- Title
  Required
Action
Search
- List
  Required
- Title
  Required
- Task List
  Required
- Notes
- Due On
Action
Search or write

New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It
New Sales Order
Triggers when a new Sales Order is created.
Trigger
Polling
Try It
- Table
  Required
Trigger
Polling
Try It
Create Contact
Creates a new contact.
Action
Write
- Table
  Required
- Record
  Required
- Note
  Required
Action
Write
- Custom Table Name
  Required
Action
Write
- Task
  Required
- Category
  Required
- Task Description
- Who's Responsible?
  Required
- When Is It Due?
  Required
- Contact ID
- Status
  Required
Action
Write
- Table to Search In
  Required
- Search Query
  Required
Action
Search
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
New Task List
Triggers when a new task list is created.
Trigger
Polling
Try It
- Task List
  Required
- Title
  Required
- Notes
- Due On
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task List
  Required
- Display Completed Tasks
  Required
Action
Search

About CompanyHub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.

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Related categories

CRM (Customer Relationship Management)

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About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Learn moreLearn moreHelpHelp

Related categories

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Task Management

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Related Zap Templates

Log new CompanyHub tasks as Google Tasks

Create tasks in Google Tasks for new contacts in CompanyHub