Salesforce Essentials + Todoist

Create tasks in Todoist for each new record in Salesforce Essentials

When a new record is added in Salesforce Essentials, this workflow jumps into action and creates a matching task in Todoist. This ensures you never miss key Salesforce data and can stay on top of your task management without manually transferring information. Simplify your work and enhance productivity with this Salesforce Essentials to Todoist automation.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write

- Salesforce ObjectRequired
- WHERE ClauseRequired
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
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- TaskRequired
- TitleRequired
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- LeadRequired
Action
Write
- Salesforce ObjectRequired
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
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)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Write
- 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)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Search or write

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Salesforce Essentials + Todoist

Create tasks in Todoist for each new record in Salesforce Essentials

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Create Attachment

Update Record

Find Record by Query

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.

New Record

Updated Record

Add Lead to Campaign

Create Record

Find Record

Find or Create Record

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

About Salesforce Essentials

Related categories

Similar apps

Zapier Interfaces

About Todoist

Related categories

Similar apps

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