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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Platform.ly.

Add your action

An action happens after the trigger—such as "Create Contact" in SmartTask.

You’re connected!

Zapier seamlessly connects Platform.ly and SmartTask, automating your workflow.

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.

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Segment
Triggers when a new segment is created.
Trigger
Polling
Try It
- Action
  Required
- Segment ID / IDs
  Required
- Contact ID
  Required
Action
Write
- Action
  Required
- Tag ID / IDs
  Required
- Contact ID
  Required
Action
Write
- Action
  Required
- Project ID
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Address
- Address 2
- City
- State
- Zip
- Country
- Fax
- SMS Number
- Phone
- Birthday
- Website
- Date
- Ip
- Segment
- Tag
- Custom Field 1 - Alias
- Custom Field 1 - Value
- Custom Field 2 - Alias
- Custom Field 2 - Value
- Custom Field 3 - Alias
- Custom Field 3 - Value
Action
Write

- Organization Id
  Required
- Project Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Created by UserId
  Required
- In Projects
- Check For Duplicate?
  Required
- Contact Type
  Required
- Parent Contact Id
- Parent Contact Name
- Title of current Contact
- Name
  Required
- Avatar Url
- Description
- Address
- Website Url
- Facebook Url
- Linkedin Url
- Twitter Url
- Github Url
- Instagram Url
- Emails
- Phone Numbers
Action
Write

- New Field
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Action
  Required
- Segment ID / IDs
  Required
- Contact ID
  Required
Action
Write
- Action
  Required
- Project ID
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Address
- Address 2
- City
- State
- Zip
- Country
- Fax
- SMS Number
- Phone
- Birthday
- Website
- Date
- Ip
- Segment
- Tag
- Custom Field 1 - Alias
- Custom Field 1 - Value
- Custom Field 2 - Alias
- Custom Field 2 - Value
- Custom Field 3 - Alias
- Custom Field 3 - Value
Action
Write
- Organization Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Project Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Creator UserId
  Required
- Assignee
- Taskname
- Description
- Project
- Follower
- Priority
- Start Date
- Due Date
- Task Type
  Required
- Status
  Required
- Parent Task Id
- Contact Ids
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Platform.ly and SmartTask to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Platform.ly to SmartTask integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Platform.ly

Platformly is your marketing automation platform that empowers you to engage your audience at every step of their journey.

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Related categories

Marketing Automation

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Zapier Interfaces

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

About SmartTask

SmartTask is an online work management software for teams to track and manage their processes.