Samdock + Schedule by Zapier

Schedule weekly tasks in Samdock with Schedule by Zapier

Stay organized and manage your tasks efficiently with this workflow. Every week, it adds a new task in your Samdock app, matching your ongoing projects and workload. Enjoy a seamless experience, ensuring you never miss a beat in your project management routine. This automated process keeps your task list up-to-date, helping you remain focused on the tasks at hand.

When this happens...
Every Week
Triggers every week, on the day(s) selected.
TriggerInstant
automatically do this!
Create Task
This action creates a 'Task' in Samdock.
ActionWrite

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Supported triggers and actions

What does this mean?

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
- Lead/Deal SelectionRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write

- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Request
Triggers when a new request is created.
Trigger
Scheduled
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write

About Samdock

Samdock is a simple CRM system for small businesses.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

PRODUCTS

CAPABILITIES

By team

Samdock + Schedule by Zapier

Schedule weekly tasks in Samdock with Schedule by Zapier

Custom Frequency

Interval

Start DateRequired

Time of DayRequired

Every Hour

Time Offset

Trigger on weekends?

Every Week

Day of the WeekRequired

Time of DayRequired

New Lead / Deal

Lead/Deal SelectionRequired

New Person

New Task

Create Lead

Name

Customer Requirement

Lead Status

Create Mail Activity for Outgoing Email

Activities will be added for:

To:

From:

CC:

BCC:

Subject:

Plain text of the email:

Html of the email:

Date of the message:

Create Person

First NameRequired

Last NameRequired

Salutation

E-Mail

Birthday

Name Prefix

Name Suffix

Mobile Number

Phone Number

Office Number

Home Number

Private Number

Fax Number

Website

LinkedIn

Xing

Twitter

Facebook

Instagram

Street

Street Number

Postcode

City

Country

Create Request

Please select InboundSource

Update Person

Persons _idRequired

First Name

Last Name