PandaDoc + Todoist

Create or update PandaDoc contacts for new incomplete tasks in Todoist

Keep your contacts up-to-date with this efficient workflow between Todoist and PandaDoc. When a new incomplete task is added in Todoist, this automation will either create a new contact or update an existing one in PandaDoc. Stay organized and ensure your contact information is always accurate without any manual effort.

When this happens...
New Incomplete Task
Triggers when you add an incomplete task to a project.
TriggerScheduled
automatically do this!
Create or Update Contact
Create a new contact or update an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

- Project
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
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
Create Subtask
Creates a new task as a child of another task in Todoist.
Action
Write

Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
Action
Search or write
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

- ProjectRequired
Trigger
Scheduled
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Get Task Comments
Get the comments of a Task as a line item
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
Action
Search or write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more Help

Related categories

Documents

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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 Help

Related categories

Task Management

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PRODUCTS

CAPABILITIES

By team

PandaDoc + Todoist

Create or update PandaDoc contacts for new incomplete tasks in Todoist

New Completed Task

Project

New Project

Mark Task as Completed

Add Comment to Task

TaskRequired

CommentRequired

Create Project

NameRequired

Update Task

TaskRequired

TitleRequired

Assigned To

Due Date (Human Formatted)

Due Date (Raw Formatted)

Priority

Labels

Create Subtask

Get Project Collaborators

Find Task

NameRequired

Project

Find or Create project.

NameRequired

Find or Create Item

NameRequired

Project

TitleRequired

Note

Section

Assigned To

Due Date (Human Formatted)

Due Date (Raw Formatted)

Priority

Labels

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact

EmailRequired

First name

Last name

Company

Phone

Job Title

Street Address

City

Postal Code

Country

State

Find Document

Name

Status

Template

Form

Get Document by ID

Document IDRequired

New Incomplete Task

ProjectRequired

Invite User to Project