Connect SmartTask and CRM.io
Integrate SmartTask with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Company in CRM.io when Task Comment Added in SmartTask
List All Sources from CRM.io when Task Completion in SmartTask
Search List by Name in CRM.io when Task Completion in SmartTask
List All Companies from CRM.io when New Task in SmartTask
Create Contact in Crmio when Task Comment Added in SmartTask
Popular SmartTask + CRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartTask
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
Choose an action
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Find Company in CRM.io when Task Comment Added in SmartTask
Use this flowList All Sources from CRM.io when Task Completion in SmartTask
Use this flowSearch List by Name in CRM.io when Task Completion in SmartTask
Use this flowList All Companies from CRM.io when New Task in SmartTask
Use this flowCreate Contact in Crmio when Task Comment Added in SmartTask
Use this flowSearch Notes in CRM.io when Task Completion in SmartTask
Use this flowList All Tags from CRM.io when New Contact in SmartTask
Use this flowList All lists from CRM.io when New Task in SmartTask
Use this flowSearch Notes in CRM.io when New Task in SmartTask
Use this flowList All Deals from CRM.io when Task Completion in SmartTask
Use this flowSupported Triggers & Actions
Everything you can automate between SmartTask and CRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Do thisActions
Action is the task that follows automatically within your SmartTask integrations.
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn moreSimilar apps
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SmartTask and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SmartTask and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where SmartTask triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in SmartTask. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SmartTask and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartTask and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
