Chatbot + Smart Task Integration

Integrate Chatbot to Smart Task in one click, or tell Integrately AI how you want each message handled. Turn incoming chat messages into tracked tasks, search for matching projects or tags, assign team users, and organise your workflow automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatbot
    Message is received in Chatbot Instant
  • Smart Task
    Contact is created in Smart Task Instant
Arrow Right
2.
  • Smart Task
    Create task in Smart Task
  • Smart Task
    Subscribe Webhook in Smart Task
  • Smart Task
    Search Tag in Smart Task
  • Smart Task
    Search Project in Smart Task
  • Smart Task
    Search User in Smart Task

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Chatbot + Smart Task Integration

Capture incoming messages as tasks, search for matching projects, assign team members, and organise your workflow, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chatbot + Smart Task flow

Turn incoming chat messages into tracked tasks while keeping your team notified and your project records up to date. Pick a combination and activate it in one click.

Chatbot
Smart Task
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
NotionNotion (4)
+
TrelloTrello (4)
+
ZoomZoom (4)
C
S
S
Create a Smart Task task from every message received in Chatbot, and notify your sales channel in Slack
Incoming Chatbot messages instantly create new tasks in Smart Task and alert your sales channel on Slack, eliminating manual handoffs.
C
S
S
Search assigned user in Smart Task for every Chatbot message, and send a direct message in Slack
Chatbot messages automatically search for assigned users in Smart Task and notify them directly via Slack.
C
S
S
If a Chatbot message contains an urgent tag, create a priority task in Smart Task and alert your leadership channel in Slack
Urgent messages received in Chatbot automatically generate priority Smart Task tasks and alert leadership in Slack.
C
C
S
S
Use ChatGPT to summarise incoming Chatbot messages, create a task in Smart Task, and post the brief in Slack
ChatGPT summarises incoming Chatbot messages before creating a Smart Task task and posting the brief in Slack.
C
S
T
S
Turn every Chatbot message into a Smart Task task, create a Trello card for follow-up, and announce it in Slack
Chatbot messages trigger tasks in Smart Task, create Trello follow-up cards, and notify your team in Slack.

Supported triggers and actions for Chatbot and Smart Task

Mix and match to build the exact automation you need

Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
Try it →
No action is available
Smart Task
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it →
Create task in Smart Task
Creates a new task
Try it →
Subscribe Webhook in Smart Task
Subscribes to a webhook
Try it →
Search Tag in Smart Task
Searches for a tag
Try it →
Search Project in Smart Task
Searches for a project
Try it →
Search User in Smart Task
Searches for a user
Try it →

What can you automate with Chatbot + Smart Task?

Streamline your inbound communication and task management with powerful automated workflows designed for your team.

What you can automate?
🚀
Turn every incoming chat message into a tracked task
Capture messages received in Chatbot and automatically generate corresponding tasks in Smart Task. Eliminate manual copying and ensure every inquiry is accounted for.
📝
Capture every submitted chat detail accurately
Map all available message parameters, sender details, and timestamps into your Smart Task fields instead of basic summaries. Your task records become much more useful for review.
🔔
Alert the right team member instantly
Notify assigned users or leadership channels the moment a new task is created from a chat message. Keep your entire team informed and responsive without manual pings.
🔀
Route tasks based on message tags and criteria
Evaluate incoming message content or tags to assign priority levels or route tasks to specific project boards automatically. Ensure urgent requests get immediate attention.
🔄
Keep project records continuously up to date
Synchronise status updates and project changes between your chat logs and task management platform in real time. Prevent discrepancies across your team's workspace.
🔍
Search and match existing users or projects
Perform intelligent lookups for tags, projects, and users in Smart Task before creating new entries. Avoid duplicate records and maintain a clean workspace.
📅
Handle later status changes and follow-ups
Trigger secondary actions, schedule meetings, or update task statuses when chat conversations progress or close. Keep your entire workflow moving smoothly.
🌐
Extend your workflow with Slack
Connect your Chatbot and Smart Task core flow with Slack to broadcast instant team notifications and keep everyone aligned across channels.
And much more...

Who is Chatbot + Smart Task integration for?

Support leads, project managers, and team leaders who need to capture incoming chat messages and turn them into actionable tasks instantly.

Operations Managers
Operations Managers
Customer Support Leads
Customer Support Leads
Client Services Managers
Client Services Managers
Support Team Supervisors
Support Team Supervisors
Project Coordinators
Project Coordinators
Admin Teams
Admin Teams
📈
Operations Managers
You're reviewing inbound chat volume and response metrics, but your project boards only update when someone manually logs new inquiries, so your performance reports are always a few hours behind — with this integration, every new chat message creates a task instantly and your operational data stays current.
Customer Support Leads
You manage support queues where every incoming message requires immediate attention, but tracking conversations across systems leaves your team reacting too late — this integration means every chat inquiry generates a tracked task instantly and your support agents never miss a request.
🤝
Client Services Managers
You answer to clients who expect rapid follow-up on every inbound message, but manual coordination between chat tools and task boards creates frustrating delays — automating both apps means every request becomes a structured task immediately and your client deliverables stay on track.
📊
Support Team Supervisors
You handle high volumes of inbound chat queries every day, but keeping up with manual task creation causes backlogs and missed follow-ups — connecting these apps means every single message populates your task manager automatically and your team stays ahead of the queue.
📋
Project Coordinators
You own the execution phase of projects and depend on upstream chat inquiries being handed over correctly, but missing message details stall your progress — with this integration, every inbound request lands in your project board with complete context and you can start work right away.
🗂️
Admin Teams
You rely on maintaining a reliable history of all customer interactions, but manual data entry leaves frustrating gaps in your tracking records — automating both apps means every chat conversation is logged as a task reliably and your historical data remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Chatbot + Smart Task

Build and manage your Chatbot + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatbot + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Chatbot to Smart Task?
Frequently Asked Questions
You can connect Chatbot to Smart Task in 1 click using ready templates or Integrately AI. With 42,000+ active users and 1,500+ integrations including Slack, Google Sheets, and Gmail, setting up your automation takes minutes.
Can I automatically create tasks in Smart Task when a message is received in Chatbot?
Frequently Asked Questions
Can I connect Chatbot, Smart Task, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and Smart Task?
Frequently Asked Questions
How does Chatbot handle incoming message data in this integration?
Frequently Asked Questions
Can Smart Task trigger actions in other apps when tasks are created?
Frequently Asked Questions
Do I need coding skills to automate Chatbot and Smart Task?
Frequently Asked Questions
Is the Chatbot and Smart Task integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Chatbot or Smart Task With 1500+ Other Apps

Chatbot
Popular Chatbot Integrations
Connect Chatbot to messaging, CRM, and support tools to capture and manage inbound conversations.
See All
Chatbot Integrations arrow right
No popular apps found
Smart Task
Popular Smart Task Integrations
Sync Smart Task with project tracking, team communication, and productivity tools to keep execution running smoothly.