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Salesforce + Todoist

Create new Salesforce records when Todoist projects are added

Effortlessly keep your Salesforce records up to date with new projects from Todoist. With this workflow, every time a new project is created in Todoist, the corresponding record will be updated in Salesforce. Stay organized and ensure your team has the latest information at their fingertips for efficient project management.

Effortlessly keep your Salesforce records up to date with new projects from Todoist. With this workflow, every time a new project is created in Todoist, the corresponding record will be updated in Salesforce. Stay organized and ensure your team has the latest information at their fingertips for efficient project management.

  1. When this happens...
    TodoistTodoist
    New Project

    Triggers when a new project is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Project

    Trigger
    Scheduled
    Try It
  • Todoist triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
    • TaskRequired

    Action
    Write
    • TaskRequired

    • CommentRequired

    Action
    Write
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • E-Mail AddressRequired

    Action
    Write
    • TaskRequired

    • SectionRequired

    Action
    Write
    • ProjectRequired

    • CommentRequired

    Action
    Write
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salesforce logo

About Salesforce

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