Jobber + Todoist

Create tasks in Todoist when new quotes are approved in Jobber

Easily manage your workflow with this streamlined automation. Whenever a quote is approved in Jobber, a new task is promptly created in Todoist. This helps you stay organized and timely by ensuring tasks are ready for execution as soon as the quote gets the green light, keeping your project on track and enhancing overall productivity.

When this happens...
Quote Approved
Triggers when a quote is approved
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client IDRequired
- Tags to AddRequired
Action
Write
- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- E-Mail AddressRequired
Action
Write
- TaskRequired
- SectionRequired
Action
Write
- ProjectRequired
- CommentRequired
Action
Write
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- TaskRequired
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- NameRequired
Action
Write
- TaskRequired
- TitleRequired
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
Action
Search or write

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

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

Related categories

Task Management

Similar apps

Related Zap Templates

Create tasks in Todoist for every new quote approval from Jobber

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Create tasks in Todoist when new jobs are created in Jobber

Jobber + Todoist

Create tasks in Todoist when new quotes are approved in Jobber

Supported triggers and actions

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

New Incomplete Task

Invite User to Project

Move Task to Section

Add Comment to Project

Create Task

API Request (Beta)

Find Project

Find User

Find or Create Item

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

New Completed Task

New Project

Mark Task as Completed

Add Comment to Task

Create Project

Update Task

Get Project Collaborators

Find Task

Find or Create project.

About Jobber

Related categories

About Todoist

Related categories

Similar apps

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Asana

Google Tasks

Related Zap Templates

Related Zap Templates