Spruce + Todoist

Spruce + Todoist integrations

Send new Spruce estimates and create corresponding tasks in Todoist

Manage your tasks more efficiently with this seamless workflow between Spruce and Todoist. Each time you send an estimate through Spruce, a new task will be instantly created in Todoist, helping you stay organized and on top of your to-do list. No need to switch between apps or remember to create tasks manually, this automation takes care of it for you. It's time-saving and ensures each sent estimate is promptly followed up.

When this happens...
Estimate SentTriggers when a new estimate is sent to a customer.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Spruce and Todoist

Discover other triggers and actions you can use with Spruce and Todoist

Estimate Accepted
Triggers when an estimate is accepted.
Trigger
Instant
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
Trigger
Instant
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
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Job Owner Changed
Triggers when Job owner is changed.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
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Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
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Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
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Report Opened
Triggers when a report is opened.
Trigger
Instant
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- Property altitude in meters
- Built form of the property
  Required
- Total floor area in square meters
  Required
- Current heating fuel type
  Required
- Loft insulation thickness
  Required
- Number of bathrooms
- Number of bedrooms
  Required
- Number of storeys
- UK postcode
  Required
- Property type
  Required
- Room height in metres
- Wall construction and insulation type
  Required
- Window glazing type
  Required
- Full property address (consisting of optional apartment number, street and post town) without postcode
  Required
- Customer's email address
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer's phone number
  Required
- EPC Certificate number for an English/Welsh EPC. If this is present, we will make a best-effort attempt to retrieve the EPC data and link it to the job.
- Optional custom name for the job
- Optional job reference, which must be unique within the company. If not provided, will be generated from the customer surname. Must be at least 3 characters long and not contain the # character. The API will return an error if the reference is invalid or already exists.
- Latitude and longitude coordinates of the address [lat, lng]
  Required
- Outdoor space availability. Only relevant for flats - indicates where the heat pump could be installed.
- The ID of an associated Payaca project. If included and the authed company has a Payaca integration set up, the job in Spruce will be linked to this Payaca project. This ID cannot be changed after the job is created.
- Source of the lead (e.g., 'API', 'Social media', 'Search engine', 'Word of mouth', 'Trade show')
- Tags to apply to this job. If a tag name does not exist for your company, it will be created automatically.
- Unique Delivery Point Reference Number
- Unique Property Reference Number. If this is included but the EPC certificate number key is omitted, we will attempt to retrieve the EPC from this. Passing the EPC certificate number is a more reliable method to retrieve an EPC.
- Year the property was built.
Action
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

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
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Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
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Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
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Job Created
Triggers when a new Job is created.
Trigger
Instant
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Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
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Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
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Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
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Quote Opened
Triggers when a quote is opened.
Trigger
Instant
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Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
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Report Sent
Triggers when a new report is sent to a customer.
Trigger
Instant
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- 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

About Spruce

Transform your heat pump business. Streamline your workflow and save days every month with Spruce.

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Related categories

Productivity

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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