Any.do Personal + Livespace

Create tasks in Any.do Personal for updated deals in Livespace

Stay organized and efficient with this automation between Livespace CRM and Any.do Personal. Whenever there's a change in deal status in Livespace, this workflow creates a new task in Any.do Personal, ensuring that you always stay on top of your sales pipeline. Keep your to-do list up-to-date and never miss out on crucial deal progress.

When this happens...
Change in Deal Status
Triggers when deal status is changed.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is added.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is added.
Trigger
Scheduled
Try It
Change in Deal Status
Triggers when deal status is changed.
Trigger
Scheduled
Try It
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write

- Deal IDRequired
- NoteRequired
- Tags
Action
Write
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write

- Task nameRequired
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- DealRequired
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company nameRequired
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search

New Person
Triggers when a new person is added.
Trigger
Scheduled
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Scheduled
Try It
- Task typeRequired
Trigger
Scheduled
Try It
- Company IDRequired
- NoteRequired
- Tags
Action
Write
- Deal IDRequired
- Cost IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal IDRequired
- Product IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person IDRequired
- NoteRequired
- Tags
Action
Write
- Company
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal nameRequired
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Search or write
- List
Trigger
Scheduled
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
Action
Search or write

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

Learn more

Related categories

Task Management

About Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Any.do Personal + Livespace

Create tasks in Any.do Personal for updated deals in Livespace

New Company

New Deal

Change in Deal Status

Create Company

Tax ID

Company emails

Company phones

Description

Source

Website

Owner user id

Street

City

Post code

Province code

Country

File

File description

Force adding new company

Company additional fields

Tags to add

Visibility

Create Deal

Deal nameRequired

Company

Person

Closing date

Sales process ID

Description

Source

Owner user id

File

File description

Deal additional fields

Tags to add

Visibility

Add Deal Note

Deal IDRequired

NoteRequired

Tags

Create Person

Person firstname and lastnameRequired

Person emails

Person phones

Company name

Description

Position

Source

Website

Owner user id

Street

City

Post code

Province code

Country

File

File description

Force adding new person

Person additional fields

Company additional fields

Tags to add

Visibility

Create Task

Task nameRequired

Date from

Date to

Description

Company

Person

Deal

Responsible user ID

Type ID

Status ID

Is done

Is private