Learn customer support strategies from our customers, partners, and expert bloggers.

New Integration: and Work Better Together

We're always on the look out for ways you and your support team can be more productive using That's why we worked with our friends at, the powerful online and task management tool, to create an integration that allows you to bring your support and project management tools together. This means you can do more than just service your customers, but trigger projects and tasks.

When cases are coming in all directions in, it's sometimes hard to keep track of what cases need to be handled first. With the integration, you can handle the more complicated requests that require collaboration from multiple people on your team. This integration allows you to:

  • Add tasks to right from the case record in
  • Assign tasks directly to existing projects
  • Capture important details like due dates and case details

The best part of it all — you can do all of this while you're logged in to your agent portal!

So How Does It Work?

The task name is pre-populated so you can capture important information like due date and case details.

By using these apps together, your agents can escalate important cases to their Do task list to ensure every case is fully tracked.

How to Turn on

Before you can create tasks from, you'll need to ask your Admin to enable the Integration. To do this, simply log in to Admin, click on Settings in the upper right hand corner, scroll down to Integration on the left, and click on Then toggle the Switch to On.


If you want to learn more about using the integration, check out our support site here.

Get our latest e-book

Follow us on Twitter

Connect on Facebook

Watch us on YouTube

Get the latest