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Salesforce + Todoist

Create new Todoist projects and update corresponding Salesforce records

Maintain consistency between your Todoist projects and Salesforce records effortlessly using this streamlined workflow. When a new project is created in Todoist, the related record in Salesforce is updated, ensuring that your project information stays up-to-date across both platforms. This seamless process saves time and minimizes the risk of manual errors.

Maintain consistency between your Todoist projects and Salesforce records effortlessly using this streamlined workflow. When a new project is created in Todoist, the related record in Salesforce is updated, ensuring that your project information stays up-to-date across both platforms. This seamless process saves time and minimizes the risk of manual errors.

  1. When this happens...
    TodoistTodoist
    New Project

    Triggers when a new project is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for 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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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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todoist logo
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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