Create incomplete tasks in Outfield for new Outfield accounts
Never forget about following up with a prospect or client with this integration. Create new tasks in Outfield when new Outfield accounts are created to more quickly and easily assign them to one of your team members.
Never forget about following up with a prospect or client with this integration. Create new tasks in Outfield when new Outfield accounts are created to more quickly and easily assign them to one of your team members.
- When this happens...
New AccountTriggers when a new account is created, i.e. either a place or a contact.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Incomplete Task
Creates an Incomplete Task
ActionWriteCreate a new record or update an existing record in your app.
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Default Fields
Get default fields for dropdown
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam Member (optional)
Activity Type (optional)
Form (optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPoint System Specs
Get point system specs for dropdown
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivity TypeRequired
Team MemberRequired
Account ID (Required Unless Task)
Title (optional)
Notes (optional)
Start Time (optional)
End Time (optional)
Reported Duration (in seconds) (optional)
Start Latitude (optional)
Start Longitude (optional)
End Latitude (optional)
End Longitude (optional)
Call Result (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal Name (optional)
Deal Amount (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TitleRequired
Due Date & TimeRequired
Team MemberRequired
Account ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID (optional)
Activity TypeRequired
Team MemberRequired
Account ID (Required Unless Task)
Title (optional)
Notes (optional)
Start Time (optional)
End Time (optional)
Reported Duration (in seconds) (optional)
Start Latitude (optional)
Start Longitude (optional)
End Latitude (optional)
End Longitude (optional)
Call Result (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Deal Name (optional)
Deal Amount (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Task TitleRequired
Due Date & TimeRequired
Team MemberRequired
Account ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner Type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Account TypeRequired
Team Member (optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccount TypeRequired
Team Member (optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccount NameRequired
Account TypeRequired
Title (optional)
Address Street1 (optional)
Address Street2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Calendar Event TypeRequired
Team MemberRequired
Start TimeRequired
End TimeRequired
Title (optional)
Notes (optional)
Required Forms (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal Name (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Deal Notes (optional)
Order Date (optional)
Order Due Date (optional)
Order Payment Term (optional)
Order Bill To (optional)
Order Memo (optional)
Order Payment Instructions (optional)
Order Notes (optional)
Name
Value
Label/Name
Quantity
Product Variation SKU (optional)
Price/Unit
Line Item Discount
Order Discount
Order Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID (optional)
Account NameRequired
Account TypeRequired
Title (optional)
Address Street 1 (optional)
Address Street 2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
Default Field ID
Default Field Value
ID
Name
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Account IDRequired
Calendar Event TypeRequired
Team MemberRequired
Start TimeRequired
End TimeRequired
Title (optional)
Notes (optional)
Required Forms (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Deal Name (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Deal Notes (optional)
Order Date (optional)
Order Due Date (optional)
Order Payment Term (optional)
Order Bill To (optional)
Order Memo (optional)
Order Payment Instructions (optional)
Order Notes (optional)
Name
Value
Label/Name
Quantity
Product Variation SKU (optional)
Price/Unit
Line Item Discount
Order Discount
Order Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team MemberRequired
Point System SpecRequired
Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Account Type (optional)
Team Member (optional)
Account ID (optional)
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
Account TypeRequired
Team Member (optional)
Account ID (optional)
Account NameRequired
Title (optional)
Address Street1 (optional)
Address Street2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Outfield
Related categories
Related Zap Templates
- Add new Outfield events to Google Calendar
- Add new Outfield events to Microsoft Outlook
- Create spreadsheet rows in Google Sheets for new Outfield activities
- Send Slack channel messages for new check-ins in Outfield
- Create deals from new place accounts in Outfield
- Add new Google Calendar events to Outfield
- Create Outfield activities from new email matching searches in Gmail
- Create detailed Google Calendar events from new Outfield app calendar events
- Add new Outfield accounts to Google Sheets rows
- Create Google Meet meetings for new Outfield calendar events
- Manage new or updated Outfield activities by creating deals in Outfield
- Create new Google Tasks for new incomplete tasks in Outfield
- Send Slack messages for new Outfield accounts
- Send channel messages in Slack for new or updated activities in Outfield
- Track and organize new or updated Outfield activities by creating rows in Google Sheets
- Create new Outfield accounts from recently created or updated HubSpot contacts
- Create new QuickBooks Online customers from new Outfield accounts
- Send WhatsApp Notifications messages for new Outfield activities
- Send WhatsApp Notifications messages when new Outfield deals come in
- Create new Google Calendar events from new Outfield calendar events
- Create prospects in noCRM.io from new accounts in Outfield
- Create leads in Close from new accounts in Outfield
- Create Google Sheets rows for new Outfield deals
- Create or update Outfield accounts from new Plumsail Forms submissions
- Create new Vtiger CRM organizations from new Outfield accounts
- Record new Outfield activities instantly in top rows of Google Sheets
Related Zap Templates
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- Add new Outfield events to Microsoft Outlook
- Create deals from new place accounts in Outfield
- Create detailed Google Calendar events from new Outfield app calendar events
- Manage new or updated Outfield activities by creating deals in Outfield
- Send channel messages in Slack for new or updated activities in Outfield
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- Create spreadsheet rows in Google Sheets for new Outfield activities
- Add new Google Calendar events to Outfield
- Add new Outfield accounts to Google Sheets rows
- Create new Google Tasks for new incomplete tasks in Outfield
- Track and organize new or updated Outfield activities by creating rows in Google Sheets