Connect CRM.io and Todoist
Integrate CRM.io with Todoist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CRM.io + Todoist flows
Start from a real workflow other teams are already running.
Choose a trigger
CRM.io
When this happens...
- Request a new Trigger for CRM.io
Choose an action
Todoist
Automatically do this!
Find or Create Project
Update Task
Complete Task
Create Task
Create Project
Add Comment
Move Task
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
List All lists from CRM.io when Project Created in Todoist
Use this flowSearch List by Name in CRM.io when Project Created in Todoist
Use this flowList All Tags from CRM.io when Project Created in Todoist
Use this flowSearch Notes in CRM.io when Project Created in Todoist
Use this flowList All Companies from CRM.io when Project Created in Todoist
Use this flowList All Deals from CRM.io when Project Created in Todoist
Use this flowList All Pipelines from CRM.io when Project Created in Todoist
Use this flowList All Products from CRM.io when Project Created in Todoist
Use this flowList All Sources from CRM.io when Project Created in Todoist
Use this flowList All Users from CRM.io when Project Created in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and Todoist.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when a new project is created in Todoist.
New Incomplete Task
Runs when a new incomplete task is added to the selected project within the last 15 minutes.
New Complete Task
Triggers when Task is completed.
New Task Created in Project
Runs when a new task is added to a selected project in Todoist.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate CRM.io and Todoist workflows.
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About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
About Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and Todoist accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and Todoist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Todoist. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in Todoist, and a separate workflow where Todoist triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and Todoist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and Todoist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
