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Salesforce + Todoist

Create Salesforce records from new incomplete Todoist tasks

Stay on top of your tasks efficiently with this workflow. When a new incomplete task appears in your Todoist, it will create a record in your Salesforce instantly. This automation helps in bridging the gap between task management and customer relationship management, ensuring that no task goes unnoticed and every important detail is captured in Salesforce. Improve your productivity by simplifying your task management process today.

Stay on top of your tasks efficiently with this workflow. When a new incomplete task appears in your Todoist, it will create a record in your Salesforce instantly. This automation helps in bridging the gap between task management and customer relationship management, ensuring that no task goes unnoticed and every important detail is captured in Salesforce. Improve your productivity by simplifying your task management process today.

  1. When this happens...
    TodoistTodoist
    New Incomplete Task

    Triggers when you add an incomplete task to a project.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Project

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

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
    • TaskRequired

    Action
    Write
    • TaskRequired

    • CommentRequired

    Action
    Write
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • E-Mail AddressRequired

    Action
    Write
    • TaskRequired

    • SectionRequired

    Action
    Write
    • ProjectRequired

    • CommentRequired

    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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todoist logo

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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