SmartSuite + Tookan

Create a pick and delivery task in Tookan for every new record created in SmartSuite

Streamline your records and task management process with this automation workflow. When a new record is created in SmartSuite, a corresponding pick and delivery task is instantly generated in Tookan. This integration not only simplifies your tasks but also ensures efficiency in delivery management, saving you valuable time and effort.

When this happens...
Create Record
Triggers when new record is created.
TriggerInstant
automatically do this!
Create a Pick and Delivery Task
Creates a Pick and Delivery Task.
ActionWrite

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Supported triggers and actions

- SolutionRequired
- TableRequired
Trigger
Instant
Try It
- SolutionRequired
- TableRequired
Action
Write
- SolutionRequired
Action
Write
- 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
Action
Write
- 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 ?
Action
Write

- 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 ?
Action
Write

- SolutionRequired
- TableRequired
Trigger
Instant
Try It
- SolutionRequired
Action
Write
- SolutionRequired
- TableRequired
- RecordRequired
Action
Write
- 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 ?
Action
Write
- 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
Action
Write

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

Productivity

About Tookan

Schedule, dispatch and track your fleet with an intuitive & powerful on-demand delivery management platform.

Related categories

Scheduling & Booking

SmartSuite + Tookan

Create a pick and delivery task in Tookan for every new record created in SmartSuite

Supported triggers and actions

Create Record

Create Record

Find Many Records (As Line Items) in SmartSuite

Create an Appointment Task

Create an FOS Workflow Task

Create a Pick and Delivery Task

Update Record

Find a Record in SmartSuite

Update Record

Create a Delivery Task

Create a Pick Up Task

About SmartSuite

Related categories

About Tookan

Related categories