Zapier enables you to link over 1500 programs to each other. Before reading on, make sure you , and connect your Flow account. We also recommend reading Zapier’s , as it does a great job introducing you to the basic functions of their program.
FYI: The Zapier integration is available only on our Plus and Pro plans. For more information on what each plan includes check out our help doc here.
To get started, click the red “Make a Zap!” button in the top right of Zapier. This will take you to the Zap editor, where you will fill in the details of your Zap.
First, name your Zap. We recommend using something really clear for what your Zap will be doing. Now, choose the app and event from the drop down menus. In our example, Gmail is the trigger app, and New Email Thread is the Trigger Event.
You’ll need to add and verify your Gmail account if you haven’t already set that up in your Zapier account.
You’ll be given the option to add a Label/Mailbox for this Zap to take place in. If you leave this blank it will default to all labels and the inbox.
In the next step, select Flow as your action app, and Create Task from the action dropdown. Currently this is the only action our Flow integration offers.
Now, use the drop downs to the right of each field to select which qualifier you want. In our example, we want the email subject to be the task title, and the email body to be the task note.
Then choose the team you want these tasks to be created in. After that all the fields are optional; you have the option to select project, sections and more.
Lastly, test your zap and turn it on! To learn how to set up a Zap with Flow as the trigger app, check out “Creating a Zap with Flow as the Trigger App".