Connect Pennylane and Todoist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Find or Create Task
Find or Create Project
Update Task
Mark Task as Completed
Create Task
Create Project
Add Task Comment
Add Comment to Project
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
Ready to use Pennylane and Todoist automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
New Project
Trigger when a new project is created.
New Incomplete Task
Lists incomplete tasks created in the selected project within the last 15 minutes.
New Complete Task
Triggers when Task is completed.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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Step by step guides to integrate Pennylane and Todoist
Frequently Asked Questions
To start, connect both your Pennylane and Todoist accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Todoist (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Todoist. This includes choosing which data fields go into which fields of Todoist, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Todoist 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 Pennylane and Todoist. 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.
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreAbout 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.
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