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Close + Todoist

Mark tasks complete in Todoist when new SMSs are created in Close

To always be closing is a sales dream, but often reality looks like organizational tracking, follow-ups, and admin work. Make life easier and automate what you can. With this new integration, whenever an SMS is created in Close, Zapier marks adjacent tasks in Todoist as done.

To always be closing is a sales dream, but often reality looks like organizational tracking, follow-ups, and admin work. Make life easier and automate what you can. With this new integration, whenever an SMS is created in Close, Zapier marks adjacent tasks in Todoist as done.

  1. When this happens...
    CloseClose
    New SMS

    Triggers when a new inbound SMS is created or an outbound SMS is sent.

    TriggerInstant
  2. automatically do this!
    TodoistTodoist
    Mark Task as Completed

    Marks a task as being completed.

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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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