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CRMdata + Todoist

Add new todos in CRMdata as Todoist tasks

Stay on top of your tasks with this efficient workflow that connects CRMdata and Todoist. When a new meeting is booked in CRMdata, a task will be created in Todoist to ensure you never miss an important appointment. With the seamless integration of your schedule and to-do list, you'll be more organized and prepared for upcoming events.

When this happens...
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with CRMdata and Todoist

Discover other triggers and actions you can use with CRMdata and Todoist

Deal Won
Triggers when a deal is moved to a won stage in CRMdata Tycho (or created in one).
Trigger
Instant
Try It
New Contact
Triggers when a contact person is added to a company in CRMdata Tycho.
Trigger
Instant
Try It
New Task
Triggers when a task is created in CRMdata Tycho.
Trigger
Instant
Try It
- Company Name
  Required
- Organization Number
- Phone
- Email
- Website
- Street Address
- Postal Code
- City
Action
Write
- Company
  Required
- Deal Title
  Required
- Value (SEK)
- Expected Close Date
- Pipeline
- Stage
- Owner
Action
Write

- Company
  Required
- Type
  Required
- Title
  Required
- Due Date
  Required
- Description
- Assigned To
- Contact
Action
Write
- Email
  Required
Action
Search

- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Task
  Required
Action
Write
- Task
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- Task
  Required
- Title
  Required
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- Name
  Required
- Project
Action
Search
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

New Company
Triggers when a company is saved in CRMdata Tycho (from Prospecting, by hand or through the API). Companies added with the Excel import in CRMdata Tycho do not trigger it.
Trigger
Instant
Try It
New Deal
Triggers when a deal is added to a pipeline in CRMdata Tycho.
Trigger
Instant
Try It
Task Completed
Triggers when a task is marked as done in CRMdata Tycho.
Trigger
Instant
Try It
- Company
  Required
- Full Name
- First Name
- Last Name
- Title
- Email
- Phone
- Mobile
- LinkedIn URL
- Notes
Action
Write
- Company
  Required
- Note
  Required
- Title
- Contact
Action
Write
- Organization Number
- Company Name
Action
Search
- Organization Number
- Company Name
  Required
- Phone
- Email
- Website
- Street Address
- Postal Code
- City
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- E-Mail Address
  Required
Action
Write
- Task
  Required
- Section
  Required
Action
Write
- Project
  Required
- Comment
  Required
Action
Write
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Name
  Required
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Search or write

About CRMdata

CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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!).

Learn moreLearn moreHelpHelp

Related categories

Task Management

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