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  • Wealthbox CRM logoWealthbox CRM logo

Todoist + Wealthbox CRM Integrations

How to connect Todoist + Wealthbox CRM

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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

  • 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

  1. Step 1: Authenticate Todoist and Wealthbox CRM.
    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.
todoist logo
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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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

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