How to create an email to task workflow with Project.co
Mar 20, 2024In this video, I'll show you how to set up email
and a newemail
via the app zapier as a trigger and I will set the event to a new incoming email, then set the email address you want to send the email to and copy it.
project
.co and zapier so that you can send antask
will automatically becreate
d. Firstcreate
aproject
on project.co. In this example I'm going to create a project called reminders, give it a private privacy setting since it's just for me and add atask
tool for our tasks, then in zapier I'll create a new zap, chooseYou will need to send an email to this zapier email address you just set up. Then you can click on the test trigger and you will see the data. will appear and you can move on to the next step in the action you want to choose project.co as the app, select create task as event and choose your project.com account or connect the account if you haven't already done so. Configure your action, choose the project you created at the beginning of this process, and use the values in your email to define how tasks should be created in the project.
I'm going to use the email subject as the task title and the email body as the description, now you can test this by sending your email to project.co when you go to your project you will see your task displayed just as you specified. You can now send tasks to the Zapier email address you created and a new one. The task will be set in your project every time.
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