Connect SmartTask and klenty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
Choose an Action
Automatically do this!
Create Prospect
Change Status to Do Not Contact
Revert Prospect Status From Do Not Contact
Start an email cadence
Stop All Mails to Prospect
Stop cadence
Unsubscribe Prospect
Update Prospect
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Actions and Triggers
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 .
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
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
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Frequently Asked Questions
To start, connect both your SmartTask and klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in klenty (or vice versa).
Absolutely. You can customize how SmartTask data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.
The data sync between SmartTask and klenty typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SmartTask and klenty. 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.
About SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn MoreAbout klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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