Connect Salesforce and Todoist to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Todoist together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Todoist projects and update corresponding Salesforce records
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Todoist + Salesforce
Create Salesforce leads from new completed Todoist tasks
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Todoist + Salesforce
Update Salesforce records when new completed tasks appear in Todoist
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Todoist + Salesforce
Create Salesforce leads from new completed Todoist tasks
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Todoist + Salesforce
Create new Salesforce records when Todoist projects are added
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Todoist + Salesforce
Update Salesforce records when new incomplete tasks appear in Todoist
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Todoist + Salesforce

Create new Todoist projects and update corresponding Salesforce records

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Todoist + Salesforce

Create Salesforce leads from new completed Todoist tasks

Details

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Todoist + Salesforce

Update Salesforce records when new completed tasks appear in Todoist

Details

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Todoist + Salesforce

Create Salesforce leads from new completed Todoist tasks

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Todoist + Salesforce

Create new Salesforce records when Todoist projects are added

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Todoist + Salesforce

Update Salesforce records when new incomplete tasks appear in Todoist

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Todoist + Salesforce

Create tasks in Todoist for new Salesforce records
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Salesforce + Todoist
Create Salesforce leads from new completed tasks in Todoist
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Todoist + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Todoist - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Invite User to Project" in Todoist.

You’re connected!

Zapier seamlessly connects Salesforce and Todoist, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Project
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Task
  Required
Action
Write
- Task
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- Task
  Required
- Title
  Required
- 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
- Name
  Required
- Project
Action
Search
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- E-Mail Address
  Required
Action
Write
- Task
  Required
- Section
  Required
Action
Write
- Project
  Required
- Comment
  Required
Action
Write
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Name
  Required
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Search or write

For AI agents & developers

Use Salesforce and Todoist with AI agents and code

Beyond Zap workflows. Call Salesforce and Todoist actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Todoist actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Invite User to Project

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Todoist actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / todoist action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Salesforce and Todoist

Track closed deals in Todoist.

When an opportunity is closed in Salesforce, Zapier will automatically create a task in Todoist. This keeps business owners organized by ensuring each deal is logged for follow-up or additional action, reducing the risk of missed opportunities.

Business Owner

Try it

Track requests from Salesforce in Todoist.

Whenever a new case is added in Salesforce, Zapier sends it to Todoist as a task. This helps engineers manage and prioritize technical cases efficiently, improving response times and task organization.

Engineering

Try it

Organize follow-ups for new contacts.

When a new contact is added to Salesforce, Zapier creates a task in Todoist to follow up. This ensures consistent communication with potential clients, improving efficiency and response times.

Sales Ops

Try it

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Todoist on the Zapier blog

Make work flow with AI

Level up your Salesforce to Todoist integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + Todoist integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Todoist

How can I set up a connection between Salesforce and Todoist using your service?

To set up a connection between Salesforce and Todoist, simply log into your Zapier account, select the apps you want to connect, and choose the trigger in Salesforce (like a new lead or opportunity created) and the action in Todoist (such as creating a new task or project). Our interface will guide you through the necessary authentication steps for each application.

What triggers in Salesforce can I use to automate tasks in Todoist?

You can use triggers such as 'New Lead', 'Updated Opportunity', or 'New Custom Object' in Salesforce. These can then be used to automatically create tasks or update projects in Todoist based on your specific workflow.

Can I create tasks in Todoist when an opportunity is updated in Salesforce?

Yes, you can create a task in Todoist whenever an opportunity is updated in Salesforce. You'll need to set an 'Updated Opportunity' trigger in Salesforce and pair it with the 'Create Task' action in Todoist using our platform.

Is it possible to update due dates for my todo items based on changes in Salesforce records?

Absolutely! You can set up automations where updates to records like closing dates of opportunities trigger changes to due dates of corresponding tasks in Todoist through our app integration.

Do I need any coding skills to connect these two platforms?

No coding skills are required. Our platform provides an intuitive interface that allows you to connect Salesforce and Todoist through simple, guided steps. All technical details are handled by us.

Can notifications from Salesforce appear as tasks or subtasks in Todoist?

Yes, you can configure certain notifications from Salesforce, like contract expirations or follow-up reminders, to automatically generate tasks or subtasks within your Todoist projects.

How secure is the data transfer between Salesforce and Todoist using this integration?

We prioritize security with every integration. Data transferred between Salesforce and Todoist is encrypted using industry-standard protocols both at rest and during transit to ensure maximum protection of your information.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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 moreLearn moreHelpHelp

Related categories

Task Management

Similar apps

Trello

Project Management

Asana

Project Management

Google Tasks

Google, Task Management

Connect Salesforce and Todoist to power AI-driven automation

Launch your first automated workflow

Create new Todoist projects and update corresponding Salesforce records

Create Salesforce leads from new completed Todoist tasks

Update Salesforce records when new completed tasks appear in Todoist

Create Salesforce leads from new completed Todoist tasks

Create new Salesforce records when Todoist projects are added

Update Salesforce records when new incomplete tasks appear in Todoist

Create new Todoist projects and update corresponding Salesforce records

Create Salesforce leads from new completed Todoist tasks

Update Salesforce records when new completed tasks appear in Todoist

Create Salesforce leads from new completed Todoist tasks

Create new Salesforce records when Todoist projects are added

Update Salesforce records when new incomplete tasks appear in Todoist

Create tasks in Todoist for new Salesforce records

Create Salesforce leads from new completed tasks in Todoist

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Todoist with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and Todoist

Track closed deals in Todoist.

Track requests from Salesforce in Todoist.

Organize follow-ups for new contacts.

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Todoist on the Zapier blog

Add new Google Calendar events to Todoist

How to create Todoist tasks from voice memos with OpenAI

5 Todoist automation ideas to assign and manage tasks

Make work flow with AI

Frequently Asked Questions about Salesforce + Todoist integrations

Connect Salesforce to Todoist on the world's largest no-code automation platform