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Quickly connect Capsule CRM to Todoist with a Zapier template.

Our most popular template

Track new or updated Capsule CRM tasks by creating corresponding tasks in Todoist
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Capsule CRM + Todoist
Create Todoist projects for new or updated Capsule CRM opportunities
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Capsule CRM + Todoist

Track new or updated Capsule CRM tasks by creating corresponding tasks in Todoist

Details

Try it

Capsule CRM + Todoist

Create Todoist projects for new or updated Capsule CRM opportunities

Details

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Capsule CRM + Todoist

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Zapier makes it easy to integrate Capsule CRM with Todoist - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.

Add your action

An action happens after the trigger—such as "Invite User to Project" in Todoist.

You’re connected!

Zapier seamlessly connects Capsule CRM and Todoist, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- E-Mail Address
  Required
Action
Write
- Task
  Required
- Section
  Required
Action
Write
- Project
  Required
- Comment
  Required
Action
Write
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Name
  Required
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Task
  Required
Action
Write
- Task
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- Task
  Required
- Title
  Required
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- Name
  Required
- Project
Action
Search
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Capsule CRM and Todoist

Track new CRM opportunities in Todoist

Stay on top of new business opportunities without jumping between apps. When a new or updated opportunity is created in Capsule CRM, Zapier automatically creates a task in Todoist, helping business owners manage follow-ups and actions more effectively.

Business Owner

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Create tasks for new CRM projects

Bridge the gap between your CRM and engineering task management tools. When a new project is added to Capsule CRM, Zapier creates a corresponding task in Todoist. This automation simplifies task tracking and ensures engineers are looped in on relevant projects.

Engineering

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Sync completed tasks to Capsule CRM

Ensure your CRM is always up-to-date with tasks completed by the IT team. When a task is marked as completed in Todoist, Zapier adds it as a note in the relevant Capsule CRM entity, ensuring seamless communication between tools and reducing the risk of having outdated task records.

Try it

Learn how to automate Todoist on the Zapier blog

Make work flow with AI

Level up your Capsule CRM to Todoist integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Task Management

Similar apps

Trello

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Google, Task Management

Connect Capsule CRM and Todoist to unlock the power of automation

Set up your first integration

Track new or updated Capsule CRM tasks by creating corresponding tasks in Todoist

Create Todoist projects for new or updated Capsule CRM opportunities

Track new or updated Capsule CRM tasks by creating corresponding tasks in Todoist

Create Todoist projects for new or updated Capsule CRM opportunities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Capsule CRM and Todoist

Track new CRM opportunities in Todoist

Create tasks for new CRM projects

Sync completed tasks to Capsule CRM

Learn how to automate Todoist on the Zapier blog

Add new Google Calendar events to Todoist

How to create Todoist tasks from voice memos with OpenAI

5 Todoist automation ideas to assign and manage tasks

Make work flow with AI

Connect Capsule CRM to Todoist on the world's largest no-code automation platform