Zapier integration triggers: notes, tasks, ticketsSOLVE
Oct 29, 2019 6:49 AM
I am trying to build two integrations:
- one with Productboard, one with Asana
- when i look at the list of triggers, it seems that there is nothing on the 'objects' that are attached to contacts such as emails, notes, tasks and tickets. All the triggers listed related to contact properties (or fields), deals and 'calendar tasks' (doesn't seem to be the same as tasks?)
I am keen to use Notes to sync to Productboard as feature request. It feels like the natural places to enter notes/comments about what users said they valued and I am hesitant introducing a new separate field. Also Notes is very visible in Hubspot, whereas custom fields are buried.
I am keen to sync tasks and/or tickets to Asana, but it doesn't exist yet as a trigger.
Any pointers welcome
Solved! Go to Solution.
Oct 29, 2019 9:55 PM - edited Oct 29, 2019 9:58 PM
When looking to get engagement such as Notes and Tasks, you can explore the Engagements overview. This endpoint Get all engagements will return all engagements in your portal and this endpoint: Get Associated Engagements | Engagements return all the associated engagements of a particular object (i.e. contact)
- Note: at the moment, we wouldn't be able to grab only Notes or Tasks. Engagements such as calls and meetings will be grabbed as well.
- Your technical team should be able to filter through the response body for type: "NOTE" or type: "TASK"