

JivoChat + Smart Task Integration
Integrate JivoChat to Smart Task in one click, or tell Integrately AI how you want each chat handled. Capture visitor details, create tasks, assign team members, and follow up instantly.
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Ready Workflows for JivoChat + Smart Task Integration
Capture visitor information, create tasks, assign users, track project progress, and keep team members updated, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your JivoChat + Smart Task flow
Send follow-up emails, alert your team on messaging apps, and keep all your project records updated automatically after every chat. Pick a combination and activate it in one click.


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Gmail (4)
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Slack (4)
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HubSpot (4)
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Google Sheets (4)
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Zoom (4)
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Trello (4)
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Create a Smart Task task when a JivoChat chat finishes, and send a confirmation email in Gmail
Every finished JivoChat chat automatically generates a Smart Task task and sends a confirmation email via Gmail.
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When an offline message is received in JivoChat, search user in Smart Task and send an email alert in Gmail
Offline messages received in JivoChat prompt a user search in Smart Task and an immediate email notification in Gmail.
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Update Smart Task tasks and send summary emails in Gmail whenever JivoChat visitor information changes
Visitor updates in JivoChat trigger corresponding project changes in Smart Task and detailed email summaries in Gmail.
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Use ChatGPT to analyze finished JivoChat chats, create tasks in Smart Task, and send briefs in Gmail
ChatGPT analyzes finished JivoChat conversations before creating Smart Task tasks and emailing summaries through Gmail.
Supported triggers and actions for JivoChat and Smart Task
Mix and match to build the exact automation you need

JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it → Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it → Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it → 
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with JivoChat + Smart Task?
Connect JivoChat and Smart Task to turn live chat conversations into actionable project tasks automatically.
⚡
Turn finished chats into actionable project tasks
Whenever a chat is finished in JivoChat, automatically create a corresponding task in Smart Task. Your team can begin work immediately without manual handoffs.
📥
Capture offline messages as project tasks
When an offline message is received in JivoChat, search for the assigned user in Smart Task and generate a follow-up task so no inquiry slips through the cracks.
🔔
Alert your team instantly on communication channels
Trigger instant notifications in Slack or email when new chat activities occur, keeping your support and sales squads fully informed in real time.
🔀
Route tasks based on submitted visitor fields
Direct tasks to different projects or users in Smart Task depending on the specific information provided during your JivoChat visitor sessions.
🔄
Keep project records synchronized across platforms
Whenever visitor information is updated in JivoChat, automatically search and update the matching project or user record in Smart Task to maintain accurate data.
🔍
Search users and tags before creating tasks
Look up existing tags, projects, or users in Smart Task before creating new tasks to prevent duplicate entries and keep your workspace organized.
📋
Log chat analytics and metrics automatically
Record chat outcomes, visitor details, and offline messages in external sheets or databases to maintain a comprehensive historical audit trail.
🌐
Extend chat workflows with third-party apps
Connect your JivoChat and Smart Task workflows with tools like Gmail, Slack, HubSpot, Google Sheets, Zoom, or Trello to build powerful multi-step automations.
And much more...
Who is JivoChat + Smart Task integration for?
Teams managing live visitor chats and collaborative project execution use this integration to keep task boards updated and eliminate manual transcription work.
Performance managers
Customer support leads
Client account managers
Sales operations teams
Project coordinators
Operations leads
📈
Performance managers
You review chat volume and task completion metrics to plan team capacity, but your tracking tools only update when someone manually exports records, so your conversion numbers are always hours behind — with this integration, every finished chat and task lands in your system instantly and your reports stay current.
⚡
Customer support leads
You need to act on urgent visitor inquiries the moment a conversation concludes, but finding out about offline messages too late delays your response times — automating both apps means every offline message and finished chat creates an immediate task in your workspace so your team can respond without delay.
🤝
Client account managers
You answer to stakeholders who want real-time visibility into project progress and customer requests, but manual status updates leave gaps in your timeline — connecting these apps means every visitor interaction updates your task boards automatically and keeps stakeholders informed with accurate data.
📊
Sales operations teams
The volume of inbound live chat inquiries is too high for anyone to keep up with by hand, leading to missed follow-ups and unassigned leads — this integration means every chat transcript and visitor update flows directly into your task management platform without manual data entry.
🎯
Project coordinators
You own the task execution phase and depend on customer-facing team members to hand over chat details before you can start work, causing avoidable bottlenecks — automating both apps means every completed chat instantly generates a structured task in your project board.
🗂️
Operations leads
You need a reliable audit history of all customer interactions and project deliverables, but manual record-keeping keeps leaving gaps in your database — this integration means every chat event and visitor update is captured precisely in your system of record.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate JivoChat + Smart Task
Build and manage your JivoChat + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect JivoChat + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect JivoChat + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Connect JivoChat + Smart Task Now 
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Frequently Asked Questions
How do I connect JivoChat to Smart Task?
You can connect JivoChat to Smart Task in 1 click using Integrately. Choose from ready-made templates or use Integrately AI to set up your workflow alongside apps like Gmail, Slack, and HubSpot.
Can I automatically create Smart Task tasks when a JivoChat chat finishes?
Can I connect JivoChat, Smart Task, and Slack?
What is a good Zapier alternative for JivoChat and Smart Task?
How does JivoChat visitor information sync with Smart Task?
How are offline messages in JivoChat handled in Smart Task?
Do I need coding skills to automate JivoChat and Smart Task?
Is the JivoChat and Smart Task integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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