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Monitask Zapier integrationAutomate Monitask with Zapier.
The Monitask Zapier integration gives you 2 triggers, 5 actions and 4 searches. Both triggers are instant, so new projects and tasks leave Monitask right away, and the actions let other apps create projects, tasks, users and time entries in it.
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What the Monitask Zapier integration actually does
Monitask measures the time spent on each assignment: employees and freelancers start the clock themselves when they get to work. With Zapier, Monitask can tell other apps when a project or a task is created, and other apps can fill Monitask with projects, tasks, users and time entries, so nobody sets them up twice.
Three results come up most. First, a team chat message for every new task: New Task Created starts the Zap and the second step posts it, so people see new work without opening Monitask. Second, a Monitask project for every project opened in your project tool: a trigger in that tool, then Create Project with the name mapped across. Third, a Monitask account for every new team member: a form or a sheet starts the Zap, Create User adds the person by email, and a second action, Add User to Task, can put someone on a task, which takes a paid plan; check at the test which values that step expects.
Now what Zapier does not do here. The two triggers only cover creation: nothing starts a Zap when a time entry is logged, a task changes or a project closes. On the action side, everything creates or assigns; there is no step to edit or delete a project, a task or an entry. The searches find projects, tasks and users, not time entries.
There is no n8n or Make page for Monitask on this site. To compare the platforms in general, see our n8n vs Zapier guide, or open our Zapier review.
Zapier vocabulary in one minute
The words you will meet in the editor, in plain English. The rest of the page uses them without defining them again.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap, such as a new Monitask task. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you, like creating a project.
- Task (Zapier)
- The unit Zapier bills: one action your Zap completes successfully. Not to be confused with a Monitask task.
- Instant vs polling trigger
- An instant trigger is reported by the app the moment it happens. A polling trigger is checked by Zapier on a timer.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something already in an app, such as a project by name, so later steps can use what it found.
- Connection
- Your Monitask account linked to Zapier once, then reused by every step and every Zap that uses the app.
What a Monitask Zap really costs
Monitask is not a premium app, so it works from the free plan. The trigger never costs a task, and only actions that succeed are counted. Searches are where the free plan stops.
- New Project Created, New Task Created0 task, instant
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps only
- Premium appNo
The free plan gives you 100 tasks a month and unlimited Zaps of two steps: one trigger, one action. Any Zap beyond that (a second action, a filter or a search step) is a multi-step Zap and needs a paid plan. That matters here, because Create Time Entry and Add User to Task ask for a user ID, which a search step can fetch for you. A failed action is not counted. The grid below is Zapier's polling interval by plan: it does not apply to the two Monitask triggers, which are instant, only to a polling trigger from another app that feeds Monitask.
Connect Monitask to Zapier in 3 steps
- 01
Open your Apps page
In your Zapier account, go to Apps and click + Add connection. What you need first: an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Find Monitask
Type Monitask in the search box of the dialog, select it, then click Add connection. A new browser tab then opens on the Monitask sign-in screen for the next step.
- 03
Sign in and grant access
Sign in to Monitask in that tab and grant Zapier access to the account. The connection is saved once, and every Monitask step in every Zap reuses it from then on.
Your first Monitask Zap
GoalPost only some of the new Monitask tasks into a team chat channel, based on a condition you set.
- 01
Build: set the trigger
Create a Zap, pick Monitask as the app and New Task Created as the event, then choose your connection. The editor shows a lightning bolt, the sign of an instant trigger.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of the connected account, so you pick a real task and map the next steps on it.
- 03
Add a filter (paid plan)
Click the plus icon and add Filter. Fill in the field to look at, the rule and the value. Use a text rule on text. A filter makes the Zap multi-step, so this step needs a paid plan.
- 04
Add the chat message
Add your team chat as the action, pick the channel and map the task text into the message. Check at the test which fields the trigger really sends.
- 05
Test, then publish
Test the action and read what came back. When the message looks right, click Publish. The next task created in Monitask starts the Zap.
The Monitask triggers
2 events start a Zap when something happens in Monitask, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Project Created
Instant triggerIn Zapier“Triggers when a new project is created.”
Starts your Zap whenever someone creates a project in Monitask. The Zap can then copy that project into the tools around it, so a new piece of work shows up everywhere it should without anyone repeating the setup.
New Task Created
Instant triggerIn Zapier“Triggers when a new task is created.”
Fires each time a task is added in Monitask and hands it to the next step. It is the trigger to pick when people need to know about new assignments before they open the time tracker.
The Monitask actions
Monitask gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Project
ActionIn Zapier“Create a new Project”
Opens a new project in Monitask from whatever started the Zap. Only the Project Name is required, which makes this the easiest action to start with.
Create Task
ActionIn Zapier“Creates a new task”
Adds a task inside a Monitask project. It requires the Task Text, which is what people see, and the Task Project it belongs to.
Create Time Entry
ActionIn Zapier“Create a Time Entry”
Writes a block of tracked time into Monitask. Four fields are required: UserId, Project, StartedAt and EndedAt.
Create User
ActionIn Zapier“Create a user by email”
Adds a person to your Monitask account using an email address, the only required field, the User Email.
Add User to Task
ActionIn Zapier“Add User to Task”
Puts a person on a Monitask task. The step requires a User Id and a Note, so plan what the note should say before you map it.
The Monitask searches
4 search steps look for data that already exists in Monitask, so a later step can use it.
A search step looks for something already in Monitask and passes it to the next steps. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Any search makes the Zap multi-step, so it needs a paid plan. Three settings decide what happens when the result is not a clean single match.
Find Project by Id
SearchIn Zapier“Finds a exists Project By Id.”
Looks up an existing Monitask project from its Project Id, the one required field, and hands its details to the following steps.
Find Project by Name
SearchFind or createIn Zapier“Find project by full name.”
Finds a project from its full name, entered in the required Name field. This is the search that feeds Create Task and Create Time Entry.
Find Task by Name
SearchIn Zapier“Find task by full task name.”
Retrieves a Monitask task from its full name, typed or mapped into the required Task name field.
Find User by Username
SearchIn Zapier“Find user by full name (first name last name), username or email.”
Identifies a person in Monitask from a full name (first and last), a username or an email, all accepted in the required User name or email field.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depend on it are skipped. Switched on, the Zap carries on without a result.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing item.
- If multiple search results are found?Three choices when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When a Monitask Zap breaks
Zapier lists no help article and no rate limit specific to Monitask. The cases below come from the general rules every Zap follows, plus how searches behave.
Four of them are worth knowing before you publish. For anything else, our Zapier troubleshooting page is the next stop.
Existing projects are not picked up
A Zap only reacts to what happens after it is switched on. Projects and tasks created before are not sent; moving that backlog is a separate job.A Zap that sets itself off
As a general precaution: a Zap that writes into the very place its own trigger watches can start itself again and again and burn through your tasks.A search that finds nothing
With the default setting, a search that comes back empty stops the Zap there, and the actions that depended on it are skipped.A sudden wave held back
If a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.
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