Levvy Zapier integrationAutomate Levvy with Zapier.
The Levvy Zapier integration gives you 0 triggers, 2 actions and 0 searches. Levvy never starts a Zap: an email or a calendar event does, and Levvy turns it into a task or a meeting. It runs on the free plan. Below: each action, its cost and its traps.
Verified Trustpilot reviews · AI, automation & growth agency
What the Levvy Zapier integration actually does
Levvy is an operating system for financial services firms: the place where the team's work is planned and tracked. Its Zapier integration only writes into it. An email in Gmail or Microsoft Outlook, or an event in Google Calendar, starts the Zap, and Levvy receives a task or a meeting built from it.
Three results worth building first. Emails that become work items: label an email in Gmail and Create Ad Hoc Task opens a task in Levvy, with the subject as its name and the body as its notes. The same from Outlook: an email filed in a given Microsoft Outlook folder becomes a task the same way, with its received date as the start date. Meetings mirrored from the calendar: Create/Update One Time Meeting copies each Google Calendar event into Levvy, with its time, creator and guests, and updates it when the event changes.
What Zapier does not do here matters as much. Levvy has no trigger, so nothing that happens in Levvy can start a Zap: a finished task or a new meeting stays inside. There is no search step either. And Create Ad Hoc Task sets the budgeted hours and the days to complete to 1 by default; any other value is edited in Levvy afterwards.
Still choosing a platform? The Make vs Zapier comparison and the Zapier agency page sit on the same site.
Zapier vocabulary in one minute
Seven words come back all along this page. Here they are, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap. Levvy has none, so it comes from another app, like a labeled email in Gmail.
- Action
- What the Zap does after it starts: the step that writes something for you, like a new task in Levvy.
- Task
- The unit Zapier bills: one action that completes successfully. Not to be confused with a task inside Levvy.
- Polling vs instant
- Polling: Zapier checks an app on a timer. Instant: the app calls Zapier itself. Here it depends on the trigger app.
- Filter
- A step that lets the Zap continue only when the incoming data meets a condition you set, and stops it otherwise.
- Connection
- Your Levvy account linked to Zapier once, then reused by every step of every Zap that writes into Levvy.
What it really costs you
Levvy is not a premium app, so it works on the free plan. The trigger in Gmail, Outlook or Google Calendar never costs a task, and neither do Zapier's checks.
- Free plan100 tasks per month, unlimited Zaps
- Zap size on free2 steps: one trigger, one action
- Premium appNo, Levvy works on free
Only an action that succeeds is billed: each task or meeting written into Levvy is one Zapier task, and an action that fails is not counted. In a Zap with several actions, every success counts on its own, so three actions use three times what one does. The free plan stops at two steps, one trigger and one action, which is exactly an email followed by Create Ad Hoc Task. A filter or a second action makes the Zap multi-step, which needs a paid plan. If the trigger app polls, its interval follows the grid below.
Connect Levvy to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. In the dialog that opens, type Levvy in the search box and pick it from the results list.
- 02
Sign in to Levvy
Click Add connection. A tab opens on Levvy: sign in with the account the Zap should create tasks and meetings in. You need a Levvy account before you start.
- 03
Grant access
Allow Zapier to access the account. The connection is saved once, then every Levvy step of every Zap reuses it. Anything you do not own yourself needs write rights on your side first.
Your first Zap: turn a labeled Gmail email into a Levvy task
GoalEach email you label in Gmail becomes an ad hoc task in Levvy, assigned to the right person with the email as its notes.
- 01
Create the Zap
Start a new Zap, pick Gmail as the app that starts the Zap and New Labeled Email as the event. Choose the label that should turn an email into work.
- 02
Test the trigger
Run the test. Zapier brings back recent emails with that label, so you map the fields from a real email rather than guessing.
- 03
Add Create Ad Hoc Task
Pick Levvy, then Create Ad Hoc Task. Map Subject into Ad Hoc Task Name, Date into Start Date and Body Html into Notes, then choose the Assignee.
- 04
Leave the defaults or not
Budgeted Hours and Days to complete are both required and set to 1. Keep them, and adjust the real values in Levvy once the task exists.
- 05
Add a chat message on a paid plan
A third step makes the Zap multi-step. Send the assignee a message in your team chat with the task name, so nobody has to check Levvy.
- 06
Test and publish
Test each step, read what came back, then click Publish. Emails labeled from now on become tasks; older labeled emails are left alone.
The 2 Levvy actions
Levvy gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Ad Hoc Task
ActionIn Zapier“Create Ad Hoc Task in Levvy”
Opens a one-off task in Levvy, built from an email: its subject becomes the task name, its body the notes.
Create/Update One Time Meeting
ActionIn Zapier“Creates or update one time meeting task.”
Copies a single meeting from Google Calendar into Levvy, or updates it if it is already there.
When a Levvy Zap breaks
Zapier links no help article to Levvy and lists no app-specific limit. What trips people up are Zapier's general rules, applied to Gmail, Outlook or Google Calendar.
Three of them hit this integration directly. When a Zap misbehaves, check these before blaming the connection, and keep the Zapier troubleshooting page at hand.
Old emails and events stay out
A Zap reacts only to what happens after you publish it. Emails already labeled and meetings already planned never reach Levvy; moving them is a separate job.A bulk change gets held back
When the trigger app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold it instead of creating every task.The same email counts once
On a polling trigger, Zapier remembers what it has already seen, so the same email does not start the Zap twice and Levvy does not get a duplicate task.
Need help automating Levvy with Zapier?
A person reads every message.
