Connect ShareFile and Todoist to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client 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 ShareFile integrations.
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
Find or Create Task
Find an Exiting task or Create a new Task.
Find or Create Project
Find an exiting project or create a new project
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Step by step guides to integrate ShareFile and Todoist
Frequently Asked Questions
To start, connect both your ShareFile and Todoist accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Todoist (or vice versa).
Absolutely. You can customize how ShareFile 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 ShareFile 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 ShareFile 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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
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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