Automating workflows with Zapier

Zapier connects Cloviq to thousands of other apps and lets you build automated workflows without writing a single line of code.

What you can automate

Popular Cloviq Zaps include: Create a Cloviq task when a new email arrives in Gmail. Add a task to Cloviq when a new row is added to Google Sheets. Post to Slack when a Cloviq task is completed. Create a Cloviq note when a new Typeform response is received.

Getting started with Zapier

  1. Create a free account at zapier.com
  2. Search for Cloviq in the app directory
  3. Click Connect and authorise with your Cloviq credentials
  4. Choose a trigger app and a Cloviq action
  5. Map the fields and test your Zap
  6. Turn it on — it runs automatically from now on

Cloviq Zapier triggers and actions

Triggers from Cloviq include: New task created, Task completed, and New note created. Actions in Cloviq include: Create task, Create note, Update task status, and Add comment to task.

Tips

  • Zapier free plan supports 5 active Zaps and 100 tasks per month — enough to test workflows before committing.
  • Cloviq also supports Webhooks for custom integrations if Zapier does not cover your use case.

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