OnePageCRM + Todoist
Create tasks in Todoist for new deals in OnePageCRM
This workflow fires up when there's a new deal in OnePageCRM and instantly creates a new task in Todoist. It's the perfect solution for those who want to maintain a seamless link between their sales and task-management processes. With this automation, you can easily track your deals and ensure important tasks don't slip through the cracks.
This workflow fires up when there's a new deal in OnePageCRM and instantly creates a new task in Todoist. It's the perfect solution for those who want to maintain a seamless link between their sales and task-management processes. With this automation, you can easily track your deals and ensure important tasks don't slip through the cracks.
- When this happens...New Deal
Triggers when a deal is created.
- automatically do this!Create Task
Creates a new task.
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
Try It
Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It
