Create tasks in Todoist for new next actions in OnePageCRM
Stay on top of your sales process by connecting OnePageCRM and Todoist with this seamless workflow. When a new Next Action is added in OnePageCRM, a corresponding task will be created in Todoist, ensuring you never miss an important action item. Streamline your sales activities and boost productivity by automating your task management with this integration.
Stay on top of your sales process by connecting OnePageCRM and Todoist with this seamless workflow. When a new Next Action is added in OnePageCRM, a corresponding task will be created in Todoist, ensuring you never miss an important action item. Streamline your sales activities and boost productivity by automating your task management with this integration.
- When this happens...New Next Action
Triggers when a new next action is added.
- automatically do this!Create Task
Creates a new task.
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
Try It
Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It