Insightly + Todoist Integrations

How to connect Insightly + Todoist

Zapier lets you send info between Insightly and Todoist automatically—no code required.

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Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

New Completed Task
Trigger
Scheduled

Todoist
Triggers when you add an incomplete task to a project.
Scheduled
Trigger
Todoist
Triggers when a new project is created.
Scheduled
Trigger
Todoist
Sends an e-mail to a person, inviting them to use one of your projects. .
Scheduled
Action
Todoist
Marks a task as being completed.
Scheduled
Action
Todoist
Move a Task to a different Section.
Scheduled
Action
Todoist
Adds a comment to a task (only available for Todoist Premium users).
Scheduled
Action
Todoist
Adds a new comment to a project (only available for Todoist Premium users).
Scheduled
Action
Todoist
Creates a new project.
Scheduled
Action
Todoist
Creates a new task.
Scheduled
Action
Todoist
Updates an existing task.
Scheduled
Action
Todoist
Finds a project (by name/title).
Scheduled
Action
Todoist
Finds a task.
Scheduled
Action
Todoist
Searches for a user who is connected/shared with your account.
Scheduled
Action
Todoist
Find or Create project.
Scheduled
Action
Todoist
Find or Create project.
Scheduled
Action
Todoist
Find or Create Item
Scheduled
Action

How Insightly + Todoist Integrations Work

Step 1: Authenticate Insightly and Todoist.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Insightly + Todoist

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn More

Related categories

CRM (Customer Relationship Management)

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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 More