Zapier - Create a Gmail Calendar event when a Traction Tools to-do is created.


1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger

  1. You’ll need to choose BOTH the application that you want to push information out of and the event. In this example, we will want to push information out of Traction Tools which is the application. Search and choose Traction Tools in the search box.
  2. Choose the Trigger Event. Here are the available options for pushing information out of Traction Tools:
    • Process step completed.
    • New to-do.
    • New issue.
    • Update score (scorecard).
    • New people headline.
    • Update to-do.

      For this example, choose New to-do and click continue.
  3. Connect your Traction Tools account to Zapier if you have not already done so. Add your Traction Tools email and password. 
    1. Click Choose an account…
    2. Choose your account or Connect a new account.
    3. Click Continue.
  4. Set up Trigger
    1. Choose to-do owner. We recommend choosing your own account.
    2. Choose the meeting. We suggest leaving this option blank so that all to-dos will be pushed to the Gmail calendar in this example regardless of meeting.
  5. Test your Trigger
  6. Click Continue

4. Action

  1. Choose An Action, where the information will be pushed to. In this example, we are pushing information from Traction Tools to Google calendar after creating a to-do.

    1. Choose an App and Event  (Google Calendar).

      1. Action Event (Create Detailed Event).
      2. Click Continue.
      3. Choose your account or Connect a new account.
      4. Click Continue.
  2. Set up action

    1. All fields are optional except for Calendar, Start Date & Time, and End Date & Time.
    2. Calendar - Choose the Google Calendar where the to-do will be added.
    3. Summary (optional) - Choose the options that best meet your needs. One example would be adding the Select 1. Name My To-Do.
    4. Description (optional) - Choose the options that best meet your needs. One example would be adding the Create Time.
    5. Location (optional) - Choose the options that best meet your needs. One example would be adding the Meeting Name.
    6. Start Date & Time  - Choose the Due Date option and add '-1d' after it:
    7. End Date & Time - Choose the Due Date option and add '-1d' after it: 
    8. All other fields are optional.
    9. Click Continue.
  3. Test & Review or Test & Continue
  4. Turn on Zap
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