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Salesforce + Todoist

Create tasks in Todoist for new Salesforce records

Effortlessly stay on top of your sales tasks with this Salesforce to Todoist automation. Whenever a new record is created in Salesforce, a task will be added to your Todoist, keeping your to-do list organized and up-to-date. Streamline your workflow and prioritize your sales activities without missing a beat.

Effortlessly stay on top of your sales tasks with this Salesforce to Todoist automation. Whenever a new record is created in Salesforce, a task will be added to your Todoist, keeping your to-do list organized and up-to-date. Streamline your workflow and prioritize your sales activities without missing a beat.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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