Interact + Tookan
Create pick and delivery tasks in Tookan for new leads in Interact
Efficiently manage your leads and delivery tasks with this seamless workflow between Interact and Tookan. When you receive a new lead in Interact, this automation will create a pick and delivery task in Tookan, ensuring your team is immediately informed and can take action. Simplify your lead tracking and task assignment process with this timesaving integration.
Efficiently manage your leads and delivery tasks with this seamless workflow between Interact and Tookan. When you receive a new lead in Interact, this automation will create a pick and delivery task in Tookan, ensuring your team is immediately informed and can take action. Simplify your lead tracking and task assignment process with this timesaving integration.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create a Pick and Delivery Task
Creates a Pick and Delivery Task.
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QuizRequired
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
