Schedule by Zapier + SUNAGO Matrix

Schedule by Zapier + SUNAGO Matrix integrations

Create tasks in SUNAGO Matrix every month with Schedule by Zapier

Incorporate consistent task management within your workflow every month using the Schedule by Zapier and SUNAGO Matrix collaboration. With this automated workflow, monthly tasks get scheduled right on time in the SUNAGO Matrix platform, relieving you from manual entry and helping you focus more on completing those tasks instead. It's your monthly reminder system, simplified.

When this happens...
Every MonthTriggers every month, on the day(s) selected.
TriggerInstant
automatically do this!
Create TaskCreates a new task in SUNAGO Matrix.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Schedule by Zapier and SUNAGO Matrix

Discover other triggers and actions you can use with Schedule by Zapier and SUNAGO Matrix

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created in SUNAGO Matrix.
Trigger
Instant
Try It
Deal Won
Triggers when a deal is marked as won in SUNAGO Matrix.
Trigger
Instant
Try It

New Lead
Triggers when a new lead is created in SUNAGO Matrix.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created in SUNAGO Matrix.
Trigger
Instant
Try It

New Project
Triggers when a new project is created in SUNAGO Matrix.
Trigger
Instant
Try It
Task Completed
Triggers when a task is marked as Done in SUNAGO Matrix.
Trigger
Instant
Try It
Time Entry Approved
Triggers when a time entry is approved in SUNAGO Matrix.
Trigger
Instant
Try It
- Deal Title
  Required
- Deal Value
- Status
- Contact ID
- Company ID
- Owner ID
- Expected Close Date
- Description
- Win Probability %
Action
Write
- Project Title
  Required
- Description
- Status
- Start Date
- End Date
- Budget
- Budget Type
- Customer ID
- Manager ID
- Deal ID
- Billable
Action
Write
- Project ID
  Required
- Employee ID
  Required
- Date
  Required
- Hours
  Required
- Description
- Start Time
- End Time
Action
Write

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created in SUNAGO Matrix.
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is marked as lost in SUNAGO Matrix.
Trigger
Instant
Try It
New Employee
Triggers when a new employee is added in SUNAGO Matrix.
Trigger
Instant
Try It
Lead Status Changed
Triggers when a lead's status is updated in SUNAGO Matrix.
Trigger
Instant
Try It
Offer Signed
Triggers when an offer is signed in SUNAGO Matrix.
Trigger
Instant
Try It
Project Status Changed
Triggers when a project's status changes in SUNAGO Matrix.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in SUNAGO Matrix.
Trigger
Instant
Try It
- Full Name
  Required
- Email
- Phone
- Company Name
- Job Title
- Owner ID
- Address
- Zip Code
- City
- Region
- Country
Action
Write
- Full Name
  Required
- Email
  Required
- Phone
- Company
- Status
  Required
- Owner ID
- Address
- Zip Code
- City
- Region
- Country
Action
Write
- Task Title
  Required
- Project ID
  Required
- Description
- Status
- Priority
- Assignee ID
- Start Date
- Due Date
- Estimated Hours
Action
Write
- Lead ID
  Required
- New Status
  Required
Action
Write

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Zapier

About SUNAGO Matrix

SUNAGO Matrix is an enterprise resource planning system engineered for consulting and engineering firms

HelpHelp

Related categories

Beta

Project Management