Connect Todoist and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Incomplete Task
New Complete Task
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Todoist and ATZ CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Todoist integrations.
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
Update Task
Update an exiting task.
Mark Task as Completed
Marks a task as being completed.
Create Task
Creates a new Task.
Create Project
Create a Todoist project and optionally set its color, parent project, favorite status, and view style (list or board).
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Step by step guides to integrate Todoist and ATZ CRM
Frequently Asked Questions
To start, connect both your Todoist and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Todoist data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and ATZ CRM 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 Todoist and ATZ CRM. 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 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 MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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