Zapier: How To Connect Google Tasks To The Investment Dominator
What Is Zapier?
With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps
In this article, we are going to explain how to connect the Investment Dominator to Google Tasks, but first, let’s talk a little about Google Tasks…
What is Google Tasks?
Get more done with the Google Tasks desktop app. Manage, edit and share your tasks from Mac, Windows, or directly from your browser.
How To Connect The Investment Dominator To Google Tasks
Step 1 – Create The Zap Workflow:
First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.
Under the ‘with this one!‘ field search for “Google Tasks“.
Under the ‘When this happens…’ field select ‘Update Record‘.
And under the ‘then do this!‘ field select ‘Create Task List ‘:
Click the ‘Try it‘ button to continue with the setup.
Step 2 – Connect To Your Investment Dominator CRM:
Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.
NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.
Hit the ‘Continue‘ button on Zapier to keep going with the setup.
Step 3 – Setup The Zap Trigger
Under the ‘Record Type‘ field select ‘Land Deal‘.
Under the ‘Record Status‘ field select ‘Open Escrow – Detailed Research‘.
Click the ‘Continue‘ button to progress to the next step:
Step 4 – Connect Your Google Tasks
Click the ‘Sign in to Google Tasks‘ button then enter your Google Account username and password into the popup window when it appears.
Step 5 – Setup The Action
Under the ‘Set up action‘ Select the List Title Field and enter :
Land Purchase Due Diligence Checklist – Property ID
You also want to add a merge field from Investment Dominator Called Property ID which you will attach to the end of the title.
Click at the end of the title than under Insert Data use the search bar to lookup ID it will be the first number that we see here. Now our title is able to attach to the property we are working with.
NOTE: If you are using the free version of Zapier you will not be able to activate your Zap after this point.
Click the ‘Test & Continue‘ button
To verify the test we just did was completed correctly you will notice within your Googe Tasks Account this will now generate our new task list.
Now that we have created our Task List we will want to add our task items.
To do this we will need to follow along with our Due Diligence Checklist Document which can be found under the documents tab within Land Profit Generator Account.
With the document now downloaded we will be setting up our next Zaps under the action of Create Task.
Under the Setup Action, you need to select the Task List we just created to this click onto the field for Task List then click Custom.
Once Custom has been Selected then Choose the ID option as shown below.
Then you will need to add the remaining Final touches which include:
Title of the Task if we follow the document the first item is Market Value.
And as for Notes copy and paste the information under the title for Market Value.
Next press continue.
Verify before you continue to see if this has the output expected which you can do back on Google Tasks.
You will need to do this for the remaining 11 steps in the Due Diligence Checklist and if you need help you can also see the exact zap created to do this here: https://zapier.com/shared/797edbc5ce42ef115f08cacaab497f2f4d997362
Once completed and Verified within your system you will get a final confirmation message that your Zap works!
Hooray! Now, whenever a record is updated within your Land Records to the Open Escrow Detailed Research status; this will trigger a new Task List on Google Tasks along with the additional Tasks Items for the Due Diligence Check List to populate from Zapier!