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Taskip Integrations

Beta
CRM (Customer Relationship Management)

Put Taskip to work with AI and enterprise-grade automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Taskip triggers, actions, and search
    New Company Created

    Triggers when a new company is created in Taskip.

    Trigger
    Instant
    Try It
  • Taskip triggers, actions, and search
    Contact Invited to Workspace

    Triggers when a contact is invited to access the workspace portal.

    Trigger
    Instant
    Try It
  • Taskip triggers, actions, and search
    Support Ticket Deleted

    Triggers when a support ticket is deleted in Taskip.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
    • Company
    • Phone Code
    • Phone Number
    • Email
      Required
    • Address
    • Zip Code
    • Timezone
    • Access Portal
    • Position
    • Invite Client?
    Action
    Write

Taskip Help & Support

Common questions

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About Taskip
Taskip is a comprehensive project management and CRM platform designed to streamline workflows for agencies and service businesses.
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