Simply.Coach + Todoist

Simply.Coach + Todoist integrations

Create tasks in Todoist for new contacts in Simply.Coach

Ease the process of managing tasks every time you add a new contact in Simply.Coach. With this workflow, a new task is instantly created in Todoist whenever you have a new contact in Simply.Coach. It saves time, keeps your tasks organized, and lets you focus on coaching rather than administrative work.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Simply.Coach and Todoist

Discover other triggers and actions you can use with Simply.Coach and Todoist

- Form
  Required
Trigger
Polling
Try It
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
Try It
- Status
  Required
Trigger
Polling
Try It
Updated Contact
Triggers when your contact is updated
Trigger
Polling
Try It
- Invoice Status
  Required
Trigger
Polling
Try It

- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Write
- Note
  Required
- Pin this Note
- Select Contact
  Required
Action
Write

- Status
Action
Search
- Contact Email
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
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

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Engagement Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- Services
  Required
- Start Date
  Required
- Allow Coachee to schedule sessions?
  Required
- Invite Client to portal
  Required
- Allow Coachee to reschedule sessions?
  Required
- Sync sessions with Coaches calendar?
  Required
- Enable Online Meeting?
  Required
- Send Action Reminders to Coachee?
  Required
- Send Session Invitation & Reminder emails to coachee?
  Required
Action
Write
- Contact Email
  Required
Action
Search
- User email
  Required
Action
Search
- Project
Trigger
Polling
Try It
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

About Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

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Related categories

CRM (Customer Relationship Management)

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

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Task Management

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