Create new tasks in Todoist from updated task notifications in Maximizer CRM
Keep up with your tasks more efficiently with this automation workflow. When there's a new task date notification in Maximizer CRM, it instantly creates a task in Todoist. Stay organized without the hassle of manual data entry, allowing you to focus more on your priorities.
Keep up with your tasks more efficiently with this automation workflow. When there's a new task date notification in Maximizer CRM, it instantly creates a task in Todoist. Stay organized without the hassle of manual data entry, allowing you to focus more on your priorities.
- When this happens...Date Notification for Task
Triggers when Task reaches notification date
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It