Create Workboard action items from Google Calendar events
When this happensStep 1: New Event
Then do thisStep 2: Create Action Item
Align your time, effort and goals! Use this zap to be well prepared for meetings and events by creating action items for the prep work. Planning a big event or project with calendar milestones? Move those into your Workboard workstreams as action item with deliverable and due dates. With this zap, all items on a calendar are moved to Workboard.
Pro tip for sales and marketing: Create a customer calendar and have all your customer meetings moved to Workboard so you do the prep work! Or create an event series calendar in Google so each new event date or key execution date on the calendar creates an action item in Workboard so you can coordinate and collaborate on all the work, creative and deliverables.
More-than-pro tip: You can even trick out this zap to append "Prepare for" in front of the meeting name when it posts on Workboard or "key milestone" in front of the project or deal calendar event.
How it works
- You have a new Google Calendar event
- Zapier creates an action item
What you'll need
- Google calendar account
- Workboard account