Update Salesforce records when new completed tasks appear in Todoist
Keep your Salesforce records up-to-date every time you complete a task in Todoist with this seamless workflow. Whenever you mark a task as completed in Todoist, your designated record in Salesforce will be updated accordingly. Stay organized and ensure the information in both apps is always accurate without any manual effort.
Keep your Salesforce records up-to-date every time you complete a task in Todoist with this seamless workflow. Whenever you mark a task as completed in Todoist, your designated record in Salesforce will be updated accordingly. Stay organized and ensure the information in both apps is always accurate without any manual effort.
- When this happens...New Completed Task
Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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