Redtail CRM + Todoist

Create tasks in Todoist when new activities are created in Redtail CRM

Stay on top of your workflow with this Redtail CRM to Todoist connection. When a new activity is created in your Redtail CRM, it will prompt the creation of a new task in Todoist. This automation is great at helping CRM users in managing tasks efficiently and effectively, making sure no important activities slip through the cracks.

Stay on top of your workflow with this Redtail CRM to Todoist connection. When a new activity is created in your Redtail CRM, it will prompt the creation of a new task in Todoist. This automation is great at helping CRM users in managing tasks efficiently and effectively, making sure no important activities slip through the cracks.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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

Related categories

  • Task Management

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