Assign a person to a task via Zapier

For instructions on how to access the ProcessKit Zapier integration, click here.  

You can also see instructions on using ProcessKit as an "action" and as a "trigger".

Assign a person to a task via Zapier

You can have Zapier automatically assign person(s) to a task.  In order to assign people to a task, those people must already be team members in your ProcessKit account and must have already accepted their invites.

How to assign a person to a task via Zapier:

  1. Have the Zap create a project or find an existing project
  2. Have the Zap create a task or find an existing task in this project.
  3. Add a step to the Zap to "Assign a Person to a Task"
  4. In that step, Access the Project ID from that project that was created or found.
  5. In that step, also access the Task ID in the same way you accessed the Project ID.
  6. Select a person from your ProcessKit account to be assigned to this task.
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