API integration with task management
under review
G
Glorious Flamingo
Please please please allow for an API integration. This is the #1 thing that is keeping me from going all in on Tern. It's so important because Tern will never be a one-stop shop for absolutely everything.
D
Digital Chipmunk
Zapier integration would be a game changer
J
Jacinth Tortoise
I would love to see Tern sync contacts with GHL
O
Occasional Emu
Zap/Make/N8N Push to Webhook or receive Webhook please!
H
Honey Gull
Zapier API would be incredible
W
Wineberry Goldfish
If not exactly an API integration, perhaps added functionality in Tern like a new Tab and Calendar for Administrative work and Resources to reference that can help track and plan things behind the scenes of just trips.
Administrative things specific to Advisors' businesses such as projects, tasks, trackers, and reminders for things like renewals of tools, licenses, and certifications as well as planners for marketing in social media, content, or emails. An area for Resources such as Notes/References for maybe things to remember when encountering snippets of information or knowledge we'd like to refer to for future usage or help create SOPs so that Advisors remain consistent and proactive on reviewing their processes.
This could help reduce the need for other apps and programs for knowledge bases and project management tools.
S
Shamrock Peacock
Zapier please!
U
Umber brown Magpie
Love this! I use ASANA for my task mgmt tool.
L
Little Owl
Integration with ClickUp or Todoist would be wonderful!
E
Energetic Sawfish
Agreed, I asked about this before for integration with our calendar (like Google calendar or outlook calendar), but Zapier would be best.
Task management in a mighty pain for me right now in the current iteration of the app and it's just not scalable if you have more trips.
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