Todoist + Wealthbox CRM Integrations

How to connect Todoist + Wealthbox CRM

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Supported triggers and actions

What does this mean?

New Completed Task
Trigger
Scheduled
New Incomplete Task
Triggers when you add an incomplete task to a project.
Trigger
Scheduled
New Project
Triggers when a new project is created.
Trigger
Scheduled
Invite User to Project
Sends an e-mail to a person, inviting them to use one of your projects. .
Action
Write
Mark Task as Completed
Marks a task as being completed.
Action
Write
Move Task to Section
Move a Task to a different Section.
Action
Write
Add Comment to Task
Adds a comment to a task (only available for Todoist Premium users).
Action
Write
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
Wealthbox CRM
Triggers when a new comment is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new contact is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new event is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Find or Create a Contact
Scheduled
Action

How Todoist + Wealthbox CRM Integrations Work

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

Connect apps

Connect Todoist + Wealthbox CRM

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