Connect SmartTask and coveo to Build Intelligent Automations

Choose a Trigger

SmartTask

When this happens...

Choose an Action

coveo

Automatically do this!

Enable Integrations or automations with these events of SmartTask and coveo

Enable Integrations or automations with these events of SmartTask and coveo

Triggers

New Contact

New Contact

Triggers when a new contact is added to the organization.

New Task

New Task

Triggers when a new task is added to the project.

Task Completion

Task Completion

Triggers when a task is marked completed.

Task Comment Added

Task Comment Added

Triggers when a comment is added on task .

Request a new Trigger for SmartTask

Actions

List Organizations

List Organizations

Retrieve all the list of organizatons

Create Task

Create Task

Creates a new task

List User

List User

Retrieve the list of users

List Project

List Project

Retrieve list of all projects

Add Comment to Task

Add Comment to Task

Adds a new comment to task

Create Contact

Create Contact

Creates a new contact

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Frequently Asked Questions

How do I start an integration between SmartTask and coveo?

To start, connect both your SmartTask and coveo accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in coveo (or vice versa).

Can we customize how data from SmartTask is recorded in coveo?

Absolutely. You can customize how SmartTask data is recorded in coveo. This includes choosing which data fields go into which fields of coveo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SmartTask and coveo?

The data sync between SmartTask and coveo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SmartTask to coveo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SmartTask and coveo?

Yes, you can set conditional logic to control the flow of data between SmartTask and coveo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.