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Pixie + Todoist

Create Todoist tasks for new Pixie jobs assigned

Effortlessly manage tasks and streamline your workflow with this integration between Pixie and Todoist. When a new job is assigned in Pixie, a corresponding task will be created in Todoist, ensuring you stay organized and on top of your workload. Save time and boost productivity with this seamless automation.

Effortlessly manage tasks and streamline your workflow with this integration between Pixie and Todoist. When a new job is assigned in Pixie, a corresponding task will be created in Todoist, ensuring you stay organized and on top of your workload. Save time and boost productivity with this seamless automation.

  1. When this happens...
    PixiePixie
    Job Assigned

    Triggers when a job is assigned or reassigned to a team member.

    TriggerInstant
  2. automatically do this!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pixie triggers, actions, and search

    Job Assigned

    Triggers when a job is assigned or reassigned to a team member.

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Contact Created/Updated

    Triggers when a contact is created or updated.

    Trigger
    Instant
    Try It
    • ClientRequired

    • TemplateRequired

    Action
    Write
  • Pixie triggers, actions, and search

    Job Finished

    Triggers when all tasks of a job are completed.

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Client Created/Updated

    Triggers when a new client is created or updated in Pixie.

    Trigger
    Instant
    Try It
    • ClientRequired

    • First NameRequired

    • Last Name

    • First and Last Name

    • EmailRequired

    • Contact ID

    • Phone Number

    • Job Title

    • Greeting

    Action
    Write
    • JobRequired

    Action
    Write
pixie logo
pixie logo

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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todoist logo
todoist logo

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!).

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