BONUS: Set up tasks to generate in your task manager | Scribe

    BONUS: Set up tasks to generate in your task manager

    • James Thorne |
    • 41 steps |
    • 4 minutes
    1
    Log into your Zapier account.
    2
    Click "Create Zap".
    3
    Click "1. Trigger".
    4
    Click "Email by Zapier".
    5
    Click the "\*Event (required)" field.
    6
    Click "New Inbound Email".
    7
    Click "Continue".
    8
    Click the "\*Email Address (required)" field.
    9
    Type "tasks" or whatever makes sense for you.
    10
    Click "Copy".
    11
    Switch tabs and log into your ActiveCampaign account.
    12
    Click "Automations".
    13
    Click "Template: Giver Path + Initial Communication".
    14
    Click "Notify [[email protected]](mailto:[email protected])" from any of the email notification steps for tasks.
    15
    Click the field for "Send to".
    16
    Paste the new email you just copied from Zapier in step 10.
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    You can decide if you also want to get an email sent as well. You can do both at the same time or just remove the personal email being sent and only use the Zapier email to create the task.
    17
    Click "Add".
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    Keep in mind that you will need to do this for all Notification steps in all of your automations that have these steps.
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    Also, if you are wanting to make different tasks for different people, then you will want to start at the top and do this process again so that you get a different email created for each new person or task type you are creating them for.