Followup CRM + Todoist

Create new tasks in Todoist when projects are created in Followup CRM

Stay on top of your tasks with this efficient workflow. Whenever a new project is initiated in Followup CRM, this automation will create a corresponding task in Todoist. This ensures you never miss out on important assignments and keep your tasks well-organized, saving you time and reducing stress.

When this happens...
Project Created
When a new project is created on Followup, this Zap will be triggered
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
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Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
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Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
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- Folder
- Include folders in subfolders
Trigger
Instant
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Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
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Create Company Contact
Create Company Contact
Action
Write
- Project IDRequired
- Company IDRequired
- Contact ID
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write

- Project
- Project NameRequired
- Help TextRequired
- FileRequired
Action
Write
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- E-Mail AddressRequired
Action
Write
- TaskRequired
- SectionRequired
Action
Write
- ProjectRequired
- CommentRequired
Action
Write
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write

Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
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Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
Create Company
Create a Company
Action
Write
Create Project
Zap Project in Followup CRM OA Testing team
Action
Write
- uuidRequired
- Hail ImpactRequired
Action
Write
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- TaskRequired
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- NameRequired
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- TaskRequired
- TitleRequired
- 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
- NameRequired
- Project
Action
Search
- NameRequired
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Related categories

CRM (Customer Relationship Management)

Similar apps

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 more

Related categories

Task Management

Followup CRM + Todoist

Create new tasks in Todoist when projects are created in Followup CRM

Company Created

Contact Created

Project Created

New Folder

Project Updated

Create Company Contact

Create Project Company Contact

Upload File to Project

New Incomplete Task

Invite User to Project

Move Task to Section

Add Comment to Project

Create Task

API Request (Beta)

Find Project

Find User

Find or Create Item

Company Updated

Contact Updated

New File in Folder

New or Updated File

Create Company

Create Project

Hail Impact

New Completed Task

New Project

Mark Task as Completed

Add Comment to Task

Create Project

Update Task

Get Project Collaborators

Find Task

Find or Create project.

About Followup CRM

Related categories

Similar apps

Zapier Interfaces

About Todoist

Related categories

Similar apps

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Asana

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