Any.do Personal + Livespace

Create tasks in Any.do Personal for updated deals in Livespace

Stay organized and efficient with this automation between Livespace CRM and Any.do Personal. Whenever there's a change in deal status in Livespace, this workflow creates a new task in Any.do Personal, ensuring that you always stay on top of your sales pipeline. Keep your to-do list up-to-date and never miss out on crucial deal progress.

When this happens...
Change in Deal Status
Triggers when deal status is changed.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Company
Triggers when a new company is added.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is added.
Trigger
Polling
Try It
Change in Deal Status
Triggers when deal status is changed.
Trigger
Polling
Try It
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write

- Deal IDRequired
- NoteRequired
- Tags
Action
Write
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write

- Task nameRequired
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- DealRequired
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company nameRequired
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- ListRequired
Trigger
Polling
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search

New Person
Triggers when a new person is added.
Trigger
Polling
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Polling
Try It
- Task typeRequired
Trigger
Polling
Try It
- Company IDRequired
- NoteRequired
- Tags
Action
Write
- Deal IDRequired
- Cost IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal IDRequired
- Product IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person IDRequired
- NoteRequired
- Tags
Action
Write
- Company
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal nameRequired
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Search or write
- List
Trigger
Polling
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
Action
Search or write