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How to Integrate Zapier with FlowSavvy

Connect FlowSavvy to thousands of apps with automated workflows

The Zapier integration lets you create automated workflows ("Zaps") between FlowSavvy and the other apps you use. When something happens in one app, Zapier can create, update, complete, or find tasks and events in FlowSavvy — or take action in another app when something changes in FlowSavvy.

Zapier connects to thousands of apps, so the possibilities are basically unlimited. You can automate almost any "when this happens, do that" workflow. The sections below cover how to connect, common use cases, and how to do a one-time import.

Note: The Zapier integration is a Pro feature and is currently in Beta. Please submit any bugs or suggestions in the in-app help center.

How to connect Zapier to FlowSavvy

  1. Create a new Zap in Zapier.

  2. Add a FlowSavvy trigger or action.

  3. Sign in with FlowSavvy and allow access when prompted.

  4. Add other steps to finish the workflow, then publish the Zap.

You only need to connect your FlowSavvy account once. After that, you can reuse it in as many Zaps as you like.

What you can do in Zapier

Triggers (when something happens in FlowSavvy)

  • New or Updated Task — Runs when a task is created or changed, including when it's completed.

  • New or Updated Event — Runs when an event is created or changed.

These are polling triggers, so they are not instant. How often Zapier checks for new or updated items depends on your Zapier plan.

Actions (what Zapier can do in FlowSavvy)

  • Create Task — Creates a new task. Leave Auto-schedule on (or omit start/end times) if you want FlowSavvy to find time for it. You can also set the list, duration, due date, priority, scheduling hours, notes, and more.

  • Create Event — Creates a new event. Start and end times are required.

  • Update Task / Update Event — Updates an existing item. Omitted fields are cleared, so map every value you want to keep.

  • Complete Task — Marks a task as complete.

  • Delete Task or Event — Deletes a task or event.

  • Find Item — Finds a task or event by title, location, or notes. Useful before updating, completing, or deleting an item.

For details on task and event fields (auto-schedule, due dates, scheduling hours, and so on), see Creating or Editing an Event or Task.

Common use cases

Because Zapier works with thousands of apps, you can connect FlowSavvy to almost anything. Here are some common use cases:

  • Capture work from email. Star, flag, or forward an email, and Zapier creates an auto-scheduled task in FlowSavvy so it actually gets time on your calendar.

  • Capture work from Slack. Save a message to turn it into a FlowSavvy task. Try it

  • Turn form submissions into scheduled work. A new Typeform, Google Form, or similar response creates a follow-up task with a due date.

  • Turn a spreadsheet into tasks. New rows becomes FlowSavvy tasks — useful for content calendars, client work, or a shared team inbox.

  • Schedule follow-ups from your CRM. A new lead, deal, or customer in ActiveCampaign, HubSpot, or other CRM creates relevant tasks in FlowSavvy.

  • Notify yourself when FlowSavvy work changes. When a task is completed or updated, send a Slack message, email, or add a row to a tracker.

  • Bridge apps that FlowSavvy doesn't sync with natively. For example, Google Tasks, Microsoft To Do, Notion, ClickUp, or Trello can create FlowSavvy tasks through Zapier.

If you use Todoist, or Google / Outlook / iCloud Calendar, use FlowSavvy's native integrations instead of Zapier for fast, free 2-way syncing. Zapier is better for automations with apps that don't have a native FlowSavvy integration.

One-time imports

If you have an existing list of tasks (a spreadsheet, CSV, old to-do app export, etc.) and want to bring them into FlowSavvy once, you have a few options.

Option 1: FlowSavvy API or MCP (usually cheaper and easier)​

For a one-time import, Zapier is often overkill. Each imported row uses a Zapier task on your Zapier plan, and you have to build a Zap just to run it once.

MCP (easiest): Connect Claude or another MCP client to FlowSavvy via https://my.flowsavvy.app/mcp, then paste your list and ask it to create the tasks. This is usually the easiest option, especially if your data is messy or in a document rather than a clean spreadsheet.

API (best for large, structured imports): Use the FlowSavvy API to create tasks directly. This avoids Zapier task usage and is a better fit when you have a lot of rows or want more control. MCP and the API are both included with Pro.

Option 2: Zapier Transfer

Zapier's current recommendation for migrating existing data is Transfer. It lets you import existing rows into Zapier Tables, then send selected records through a published Zap that creates FlowSavvy tasks. Each row uses 1 Zapier task.

Option 3: Zapier spreadsheet method

Zapier also documents a spreadsheet method that uses Zapier Tables, Google Sheets, or any other spreadsheet app. You add a helper column, then update that column to run existing rows through a Zap that creates FlowSavvy tasks. Each row uses 1 Zapier task.

Things to know

Zapier is automation, not a two-way sync

Zaps run when a trigger fires. They do not keep two apps continuously in sync the way the Todoist or calendar integrations do. If you edit the task later in FlowSavvy, the original email, Slack message, or spreadsheet row will not update unless you build another Zap for that.

Native integrations are better for calendars and Todoist​

Use calendar sync for Google, Outlook, and iCloud calendars, and the Todoist integration for Todoist. Zapier, the API, and the MCP server can be used for almost any other automation you can think of.


​New or Updated triggers fire on every change

New or Updated Task runs when a task is created, edited, or completed. If you only want new tasks, or only completions, add a Filter step in Zapier (for example, only continue if Completed is true).

Update actions clear omitted fields

When you use Update Task or Update Event, map every field you want to keep. Fields you leave blank will be cleared.

Repeating items

Create Task and Create Event support a recurrence rule in RRULE format without the RRULE: prefix (for example, FREQ=DAILY;INTERVAL=1). When updating or deleting a repeating item, you can set the scope of the update to this occurrence or this and future occurrences.


💡Still have questions or suggestions?

Please submit suggestions using the "Suggest an idea" button on the home screen of the in-app help center. If you have any questions, please reach out via the help center or support@flowsavvy.app.

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