Connect SugarCRM and Todoist
Integrate SugarCRM with Todoist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find or Create Project in Todoist when New Record Created in SugarCRM
Update Task in Todoist when New Record Created in SugarCRM
Complete Task in Todoist when New Record Created in SugarCRM
Create Task in Todoist when New Record Created in SugarCRM
Create Project in Todoist when New Record Created in SugarCRM
Popular SugarCRM + Todoist flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarCRM
When this happens...
New Record Created
Record Updated
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
Find or Create Project in Todoist when New Record Created in SugarCRM
Use this flowUpdate Task in Todoist when New Record Created in SugarCRM
Use this flowComplete Task in Todoist when New Record Created in SugarCRM
Use this flowCreate Task in Todoist when New Record Created in SugarCRM
Use this flowCreate Project in Todoist when New Record Created in SugarCRM
Use this flowAdd Comment to Todoist when New Record Created in SugarCRM
Use this flowMove Task in Todoist when New Record Created in SugarCRM
Use this flowInvite Collaborator to a Todoist project when New Record Created in SugarCRM
Use this flowFilter tasks and assign label in Todoist when New Record Created in SugarCRM
Use this flowAssign label to task using task Id in Todoist when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Todoist.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 SugarCRM integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
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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AI will build it for you
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 SugarCRM and Todoist workflows.
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About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
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 SugarCRM 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 SugarCRM 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 SugarCRM triggers actions in Todoist, and a separate workflow where Todoist triggers actions in SugarCRM. 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 SugarCRM and Todoist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM 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.
