
When this happens...
New Customer
New Order
New Product

Automatically do this!
List Tasks
List Notes
Create Outline
Create Task
Delete Tasks by IDs
Create Note
Create Folder
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new customer is created.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Triggers when a new note is added to the folder you choose.
Runs when new task is created in Toodledo.
Runs when a new task is created in the specified folder.
Action is the task that follows automatically within your EKM integrations.
Add a new customer to the EKM account.
Add a new Product to the EKM account.
Update the details of an existing product.
List tasks from your account.
Retrieve notes from Toodledo, optionally filtered by date range or folder.
Adds a new outline to your Toodledo account.

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To start, connect both your EKM and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how EKM data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Toodledo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between EKM and Toodledo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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