Zapier

Zapier is an automation tool that lets you create workflows between your various apps. By integrating Zapier with Routine, you will be able to link Routine to over 5000+ different apps and services like Gmail, Pipedrive, Slack, Notion, Twitter, Mailchimp etc.

Routine has build readymade Zap integrations that you can safely re-use, allowing you to set up a dozen workflows in just a few minutes.

You can check out Routine’s Zaps catalog which contains workflow automations that have been already set up to work with Routine.

If not already the case, visit http://zapier.com and sign up.

A catalog of dozens of pre-defined Zapier automations is available:

To use a readymade Zap just follow the instructions below:

That’s it, the automation is ready for you to use.

In the Zaps section, you will find all the Zaps (Zapier workflows) that you have set up. Use the Create Zap button to create a new Zap.

Zaps are composed of two types of components: a trigger and a series of actions.

For the purpose of this example, we will use Gmail starring mechanism as the trigger to create a task in Routine.

First, in the trigger section, search and select Gmail:

Then select New Starred Email as the trigger event:

At the point, you need to sign in to Gmail for Zapier to detect when you star an email:

Finally, go to Gmail and star an email to validate Zapier. Come back to Zapier and click the Test trigger button. Zapier should detect the email you starred and validate the trigger step of your zap:

We can now move on to the actions part of the automations. In this case, search for and select Routine as the action app.

Then, select Create task as the action event:

In the next step, you will need to sign in to Routine:

When clicking Sign in to Routine, a new window (see below) should pop up:

Go back to the Routine app where you should see an overlay like this:

Click on Allow to grant Zapier the permission to interact with Routine:

Now that you have connected Zapier to Routine, select your Routine account and continue the process.

Next, let us define the properties of the task to create in Routine:

In the context of starring emails we will use the subject as the task name and the unique URL to the email as the origin URL.

As the final step, you can test your Zap:

Go to the Routine app’s and you should see your test email appear in your Inbox:

Note that icon on the right-hand side of the task. This icon opens the Origin URL indicated in the task properties, allowing you to easily open the original email that was starred.

Finally, turn the Zap on to become active and turn all your starred emails into Routine tasks.