How to Create Taskade Task from Email Using Pabbly Connect

Learn how to automate task creation in Taskade from Gmail using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Taskade Integration

To create a Taskade task from Gmail, we will use Pabbly Connect as the integration platform. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account.

Once logged in, you will be directed to the dashboard of Pabbly Connect. This area displays all your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear for you to name your workflow, such as ‘Create Task from Email’, and select the folder for saving it.

2. Setting Up Email Parser in Pabbly Connect

In this step, we will set up the Email Parser within Pabbly Connect to fetch emails from Gmail. After naming your workflow, you will see options for selecting a trigger and an action. Choose ‘Email Parser’ as the trigger application to capture emails.

• Select ‘Email Parser’ as the trigger application.
• Copy the provided email hook to connect with Gmail.
• Go to your Gmail settings and add this email hook under the forwarding section.

After adding the forwarding address, you will receive a confirmation email. Click on the link provided in that email to confirm the forwarding. Once confirmed, return to Pabbly Connect and click on ‘Re-capture Email Parser Response’ to ensure that new emails will be captured correctly.

3. Filtering Emails for Relevant Tasks

Now that we have set up the Email Parser, we need to filter emails to ensure only relevant task-related emails trigger the workflow. In Pabbly Connect, add a filter action after the Email Parser step.

• Select ‘Filter’ as the action application.
• Set the condition to check if the subject contains the word ‘task’.
• Map the subject from the Email Parser response.

This filter ensures that only emails with the subject containing ‘task’ will continue through the workflow. After setting the filter, save your settings and proceed to the next action step.

4. Creating a Task in Taskade

With the filter set, it’s time to create a task in Taskade using the information captured from the email. In this step, select ‘Taskade’ as the action application in Pabbly Connect.

Choose the action event ‘Create Task’. You will need to connect your Taskade account to Pabbly Connect by allowing access. Once connected, fill in the required fields such as Workspace ID, Folder ID, and the task details.

Select the workspace and folder where the task should be created. Map the task name and due date from the Email Parser response. Set the timezone to Asia/Kolkata if you’re in India.

After entering all the required information, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the task has been created in Taskade.

5. Conclusion

In this tutorial, we successfully integrated Gmail with Taskade using Pabbly Connect. By setting up an email parser, applying filters, and creating tasks automatically, we streamlined the task management process. This integration not only saves time but also enhances productivity by ensuring that no task-related emails are overlooked.

By following the steps outlined in this guide, you can easily set up similar automations using Pabbly Connect to integrate various applications and improve your workflow efficiency.