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Choose a Trigger

Choose an Action

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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 "Form Submitted" from OtterText.

Add your action

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

You’re connected!

Zapier seamlessly connects OtterText 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.

Form Submitted
Triggers when a customer submits a form on the website opt-in page or chat.
Trigger
Instant
Try It
- Phone
  Required
- First Name
- Last Name
- Email
- Zip
- List
Action
Write
- External Sale ID
  Required
Action
Write
- Scheduled Date Time
  Required
- Phone
  Required
- SMS or MMS
  Required
- Message
  Required
Action
Write
- Phone
  Required
- First Name
- Last Name
- Email
- Zip
- List
Action
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

Message Received
Triggers when a new message is received from an opted in customer or a new customer.
Trigger
Instant
Try It
- Sale ID in the External System
  Required
- Total Amount (Inc. Tax)
  Required
- Customer First Name
- Customer Last Name
- Customer Phone
- Customer Email
- Customer Address Line 1
- Customer Address Line 2
- Customer City
- Customer State
- Product Title
- Product Quantity
  Required
- Product Unit Price
  Required
- Product Total Price (Inc. Tax)
  Required
- Shipped At (UTC)
- Shipping URL
- Date Created (UTC)
- Status
Action
Write
- Phone
  Required
- SMS or MMS
  Required
- Message
  Required
Action
Write
- Phone
  Required
- Template
  Required
- SMS or MMS
  Required
- Send Type
  Required
Action
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 who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect OtterText and Todoist to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Todoist on the Zapier blog

Make work flow with AI

Level up your OtterText 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

Frequently Asked Questions about OtterText + Todoist integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OtterText and Todoist

Can I automatically create Todoist tasks using OtterText notes?

Yes, by setting up automation through our platform, you can trigger the creation of Todoist tasks whenever a new OtterText note is added. This allows you to seamlessly convert your notes into actionable tasks without manual intervention.

Is it possible to update an existing task in Todoist from OtterText updates?

Absolutely, you can configure triggers in our system so that specific updates within OtterText result in modifications to an existing task in Todoist. You just need to specify the conditions under which these updates should occur.

How do I set up the integration between OtterText and Todoist?

Setting up the integration involves selecting OtterText as your trigger app and Todoist as your action app on our platform. You'll map actions like creating tasks with outputs such as new notes from OtterText.

Can I attach specific tags from OtterText notes to Todoist tasks?

Yes, it's possible to pass specific tags or attributes from your OtterText notes over to corresponding tasks created in Todoist. This helps maintain context and categorize tasks effectively.

What kinds of triggers can I set with OtterText for my Todoist account?

You can use various triggers such as when a new note is added, updated, or categorized within OtterText. These triggers can directly create, update, or modify tasks within your Todoist workspace.

Do I need any technical skills to integrate OtterText with Todoist?

No technical skills are required. Our interface provides a user-friendly experience where you simply choose actions and triggers without any coding necessary.

Are there limits on how many tasks I can create in Todoist using this integration?

There might be limits depending on your plan with Todoist regarding how many actions can be executed monthly. Make sure to review both our service's and Todoist's policies for exact limitations.

About OtterText

Boost your customer engagement through text campaigns to engage customers and grow sales on Otter Text.

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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!).

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