Create Todoist tasks from new opportunities in Insightly
When this happensStep 1: New Opportunity
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
- A new opportunity is created in Insightly
- Zapier creates a task in Todoist