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Salesforce + Todoist

Create Todoist tasks for updated Salesforce records

Stay on top of your tasks by creating a seamless link between Salesforce and Todoist. With this workflow, whenever a field is updated on a Salesforce record, the necessary tasks will be added to your Todoist app instantly. No more missed deadlines or overlooked tasks - just a well-organized to-do list that keeps your workday moving forward efficiently.

Stay on top of your tasks by creating a seamless link between Salesforce and Todoist. With this workflow, whenever a field is updated on a Salesforce record, the necessary tasks will be added to your Todoist app instantly. No more missed deadlines or overlooked tasks - just a well-organized to-do list that keeps your workday moving forward efficiently.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

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