involve.me + Tookan
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...
- automatically do this!Create an FOS Workflow Task
Creates an FOS workflow Task.
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involve.me ProjectRequired
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 ?
About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
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