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Follow Up Boss + Todoist

Create and update Follow Up Boss contacts from new Todoist projects

Stay organized and efficient when starting a new project with Todoist by seamlessly adding or updating contacts in Follow Up Boss. This workflow triggers when you create a new project in Todoist, then adds or updates the contact in Follow Up Boss without triggering action plans. Save time and ensure your contacts are always up-to-date with this powerful automation.

Stay organized and efficient when starting a new project with Todoist by seamlessly adding or updating contacts in Follow Up Boss. This workflow triggers when you create a new project in Todoist, then adds or updates the contact in Follow Up Boss without triggering action plans. Save time and ensure your contacts are always up-to-date with this powerful automation.

  1. When this happens...
    TodoistTodoist
    New Project

    Triggers when a new project is created.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    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
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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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