Create new Todoist tasks from new Wealthbox CRM tasks
Stay on top of your responsibilities effortlessly with this seamless integration between Wealthbox CRM and Todoist. Each time a new task appears in Wealthbox CRM, it creates a corresponding task in Todoist, helping you maintain a consolidated to-do list. This workflow ensures you don't miss a beat in your busy schedule, enhancing productivity and organization.
Stay on top of your responsibilities effortlessly with this seamless integration between Wealthbox CRM and Todoist. Each time a new task appears in Wealthbox CRM, it creates a corresponding task in Todoist, helping you maintain a consolidated to-do list. This workflow ensures you don't miss a beat in your busy schedule, enhancing productivity and organization.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps