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Todoist + Salesforce Integrations

How to connect Todoist + Salesforce

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  • Todoist triggers, actions, and search
    New Completed Task
    Trigger
    Scheduled
  • Todoist triggers, actions, and search
    New Incomplete Task
    Triggers when you add an incomplete task to a project.
    Trigger
    Scheduled
  • Todoist triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Scheduled
  • Todoist triggers, actions, and search
    Invite User to Project
    Sends an e-mail to a person, inviting them to use one of your projects. .
    Action
    Write
  • Todoist triggers, actions, and search
    Mark Task as Completed
    Marks a task as being completed.
    Action
    Write
  • Todoist triggers, actions, and search
    Move Task to Section
    Move a Task to a different Section.
    Action
    Write
  • Todoist triggers, actions, and search
    Add Comment to Task
    Adds a comment to a task (only available for Todoist Premium users).
    Action
    Write
  • Todoist triggers, actions, and search
    Add Comment to Project
    Adds a new comment to a project (only available for Todoist Premium users).
    Action
    Write
  • Todoist

    Creates a new project.

    Scheduled

    Action

  • Todoist

    Creates a new task.

    Scheduled

    Action

  • Todoist

    Updates an existing task.

    Scheduled

    Action

  • Todoist

    Finds a project (by name/title).

    Scheduled

    Action

  • Todoist

    Finds a task.

    Scheduled

    Action

  • Todoist

    Searches for a user who is connected/shared with your account.

    Scheduled

    Action

  • Todoist

    Find or Create project.

    Scheduled

    Action

  • Todoist

    Find or Create project.

    Scheduled

    Action

  • Todoist

    Find or Create Item

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

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

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

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

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

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

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Todoist + Salesforce Integrations Work

  1. Step 1: Authenticate Todoist and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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!).
Learn more

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salesforce logo
salesforce logo

About Salesforce

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

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