Todoist + Wave integrations
Create projects in Todoist for new Wave customers
Effortlessly manage your new Wave customers by automatically creating projects for them in Todoist. This workflow triggers when you add a new customer in Wave and instantly generates a corresponding project in Todoist, streamlining your task management process and ensuring you never miss a beat when it comes to serving your customers. Stay organized and optimize your time with this seamless integration.
- When this happens...New CustomerTriggers when a new customer is added to a business you choose.
- automatically do this!Create ProjectTriggers when a new project is created.
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More things you can do with Wave and Todoist
Discover other triggers and actions you can use with Wave and Todoist
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite- BusinessRequired
- NameRequired
- Description
- PriceRequired
ActionWrite- BusinessRequired
- EmailRequired
ActionSearch
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
ActionWrite- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
ActionWrite- BusinessRequired
- NameRequired
ActionSearch
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!).
Related categories
Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Related categories
Related Zap Templates
- Create Wave customers from new Todoist incomplete tasks
- Mark tasks as completed in Todoist when new Wave invoices are created
- Record sales in Wave for new completed tasks in Todoist
- Create new Wave products and services from new Todoist projects
- Mark tasks as completed in Todoist when new customers are added in Wave









