vurtalk.blogg.se - The to doist

Whether you’re finalizing a massive team project, planning a more-work-than-expected event, or keeping track of when your bills are due, you’ve got goals. From now on, transcript of each chat with a ’note’ tag will be passed as a new task.“The mechanic that wishes to perfect his work must first sharpen his tools.” -Confucius High fives! You have just linked your LiveChat with Todoist through Zapier.

Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Todoist.

Follow the instructions to make sure your Zap is working correctly.

After you finish, click on Continue button down the page to proceed.

Next, decide which data will be passed in your Task.

Authorize Zapier to access your Todoist by clicking Agree in the pop-up window.

Select your Todoist account and Continue.

Then choose Create Task as the action and confirm by clicking on Continue.

High time to configure what will happen in Todoist after the tag is added to a chat.

Then confirm by clicking Continue button.

Go to the filter section in Zapier and choose the tag of the chats that you want to pass to Todoist.

The second step is adding a filter that will only pass the chats with a ’note’ tag further.

Select Fetch & Continue to test this step and make sure it is working properly.

Then confirm your choice by clicking on Save + Continue.

Select Connect a New Account and then provide your LiveChat login email and the API key.

‘Chat changed’ triggers when a tag is added to or changed for either an ongoing or archived chat.

In this integration Chat changed trigger will be used.

The first step to set up this integration is to determine a condition that will trigger an action in your Todoist account. Creating the Todoist – LiveChat ZapĬreating a Zap consists of four main parts: Here’s a tutorial with instructions on how to create a Zap that will create a task in your Todoist after a ’note’ tag is added to a chat. Every time your chat visitors give you inspirational ideas, have queries about their purchases (on which you need to check later) or report errors via LiveChat you can add a tag to such chats and pass them as tasks to Todoist. If you manage your projects through Todoist and use LiveChat on your page this integration is fit for you – you can join those two apps via Zapier.