Hey so the idea is we use the data from GHL to send to zapier, it uses that data to create job/task and send to connecteam. But we don’t want to assign the user from inside zapier. But we want to manually do that. Currently I see 2 options, one is job creation but after I do that and assign user manually from connecteam, the user doesn’t get notified. the 2nd is that I create task but that asks me that u must select a user which I don’t want to from zapier. Can u help or give me a workaround please.
Question
How to create jobs/tasks and send to connecteam without assigning user
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Interesting use case! Sounds like what you need is a way to create unassigned jobs in Connecteam so you can handle notifications only after manual assignment. Curious to see if anyone’s found a clean workaround for this.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.