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Todoist + Wealthbox CRM Integrations

How to connect Todoist + Wealthbox CRM

Zapier lets you send info between Todoist and Wealthbox CRM automatically—no code required.

When this happens...
TodoistTodoist
New Completed Task

Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

How Todoist + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Todoist + 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.
Connect apps

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

Related categories

  • Task Management

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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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