Create tasks in Tookan from new completed submissions in involve.me
Save time and streamline your workflow with this automation that connects involve.me and Tookan. When a new completed submission is received in involve.me, a task will be created in the Tookan FOS Workflow. This way, you can efficiently process submissions without manual intervention, allowing you to focus on other important tasks.
Save time and streamline your workflow with this automation that connects involve.me and Tookan. When a new completed submission is received in involve.me, a task will be created in the Tookan FOS Workflow. This way, you can efficiently process submissions without manual intervention, allowing you to focus on other important tasks.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create an FOS Workflow Task
Creates an FOS workflow Task.
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- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
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 ?
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
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
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link


