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Zapier makes it easy to integrate Capsule CRM with Todoist - no code necessary. See how you can get setup in minutes.
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Capsule CRM
Capsule CRM
1. Choose trigger event
Todoist
Todoist
2. Choose action
1. Select the event
Setup
Test
Capsule CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.
Add your action
An action happens after the trigger—such as "Invite User to Project" in Todoist.
You’re connected!
Zapier seamlessly connects Capsule CRM and Todoist, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Entity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Website
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pipeline
Required
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search using
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search using
Required
Contact
Required
Name
Required
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search using
Required
Type
Required
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Website
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Create a new record or update an existing record in your app.
Task
Required
Comment
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Color
Parent Project
Favorite
View Style
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Required
Assigned To
Due Date (Human Formatted)
Due Date (Raw Formatted)
Deadline Date
Priority
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get Project Collaborators
Get all collaborators for a specific project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Project
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Color
Parent Project
Favorite
View Style
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Capsule CRM and Todoist with AI agents and code
Beyond Zap workflows. Call Capsule CRM and Todoist actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Capsule CRM and Todoist actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Project
Invite User to Project
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Capsule CRM and Todoist
Track new CRM opportunities in Todoist
Stay on top of new business opportunities without jumping between apps. When a new or updated opportunity is created in Capsule CRM, Zapier automatically creates a task in Todoist, helping business owners manage follow-ups and actions more effectively.
Bridge the gap between your CRM and engineering task management tools. When a new project is added to Capsule CRM, Zapier creates a corresponding task in Todoist. This automation simplifies task tracking and ensures engineers are looped in on relevant projects.
Ensure your CRM is always up-to-date with tasks completed by the IT team. When a task is marked as completed in Todoist, Zapier adds it as a note in the relevant Capsule CRM entity, ensuring seamless communication between tools and reducing the risk of having outdated task records.
Level up your Capsule CRM to Todoist integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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!).
