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Create Todoist tasks from new opportunities in Insightly

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Task

In business, new opportunities don't come to fruition without additional work. Luckily, you can automate part of the process. With this Zapier integration, whenever a new opportunity is created in Insightly, a new task is created in Todoist. Because if there's one thing that shouldn't be on your to-do list, it's creating creating that very list.

How this Insightly-Todoist integration works

  1. A new opportunity is created in Insightly
  2. Zapier creates a task in Todoist

Apps involved

  • Insightly
  • Todoist
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Connect Insightly + Todoist in Minutes

It's easy to connect Insightly + Todoist and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

Triggers when a new project is created within your Insightly account.

Updated Contact

Triggers when a contact is updated.

New Incomplete Task

Triggers when you add an incomplete task to a project.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Completed Task

Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.

New Project

Triggers when a new project is created within your Insightly account.