Create comments in Todoist projects for new Wealthbox CRM contacts
Stay organized and efficient by seamlessly connecting your Wealthbox CRM and Todoist apps with this workflow. When you add a new contact in Wealthbox CRM, a comment will be automatically added to a project in Todoist, ensuring that all relevant information is easily accessible and up-to-date. Streamline your client management and project tasks with this time-saving automation.
Stay organized and efficient by seamlessly connecting your Wealthbox CRM and Todoist apps with this workflow. When you add a new contact in Wealthbox CRM, a comment will be automatically added to a project in Todoist, ensuring that all relevant information is easily accessible and up-to-date. Streamline your client management and project tasks with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Comment to Project
Adds a new comment to a project (only available for Todoist Premium users).
- Free forever for core features
- 14 day trial for premium features & apps