Zapier Integration

Learn how to connect Sunsama to Zapier to automatically create tasks from other apps.

Use Zapier to create Sunsama tasks automatically from apps Sunsama doesn’t connect to directly, like a new lead in your CRM or a new form response. You connect the Sunsama app in Zapier with a token from your Sunsama settings.

Installation

Adding Sunsama app to Zapier

Go to your Zapier account, or create one if you don’t have one yet.

  1. In Zapier, go to your Apps page.
  2. Click Add Connection, or search for “Sunsama”.
  3. Zapier asks for your Zapier Token. Get it from Sunsama in the next step.

Zapier connected apps

Zapier Token

To get your Zapier Token:

  1. In Sunsama, go to Settings > Integrations > Zapier.
  2. Click Create New Zapier Token. Sunsama creates a token for your current Sunsama workspace and shows it partly hidden. If you belong to more than one workspace, pick the workspace from the menu above the token first.
  3. Click Copy token.
  4. Return to Zapier, paste the token, and click Yes, Continue to Sunsama.

If you already have a token, the button reads Regenerate Zapier Token.

Zapier token settings

Using Sunsama in a Zap

Now that Sunsama is a connected app in your Zapier account, you can use it as an “action” or event in a Zap.

To use Sunsama as an action:

  1. In Zapier, go to Create > Zaps.
  2. Set up your trigger first.
  3. For the action, choose Sunsama as the app.
  4. Choose what the action does, and fill in the task’s title, channel, start date, notes, and more.

Zapier Templates

There are a number of Zap templates you can use. Some of these were created by Sunsama, some were created by users like you. They are displayed based on their popularity of use according to Zapier.

Templates can be found in two places:

  1. Zapier’s Sunsama app page
  2. Your Settings > Integrations > Zapier page

Zapier templates

Example templates include:

  • Create Sunsama tasks for new Zoho CRM leads
  • Create tasks in Sunsama for new leads in Salesforce
  • Create Sunsama tasks from new starred emails in Gmail
  • Create new Sunsama tasks for every new Google Tasks task
  • Create Sunsama tasks from new private Slack channel messages

Pro-tips

Use Zapier to automatically import synced integration tasks

Use Zapier to automatically import all new tasks from a tool like Todoist.

Use Zapier to automatically create rich linked tasks with planned time

Use Zapier filters and data from tools like Notion, Asana, etc to create rich, relevant tasks in your Sunsama workspace automatically.

Using Zapier to create and import tasks that repeat every N days

Workaround using Zaps and Todoist to create tasks that repeat every number of days.