Connect Todoist and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
Project Created
New Incomplete Task
New Complete Task
New Task Created
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Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use Todoist and Close automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Runs when a new task is added to a selected project in Todoist.
testing
Runs when new task is added
New Call
Triggers when a new Call is created or completed.
Do thisActions
Action is the task that follows automatically within your Todoist integrations.
Find or Create Project
Find an exiting project or create a new project
Update Task
Updates an existing Todoist task with a new title, description, due date, labels, priority, duration, or assignee.
Complete Task
Marks a task as completed.
Create Task
Creates a new task in Todoist with the provided title and details.
Create Project
Creates a new Todoist project and optionally sets its color, parent project, favorite status, and view style (list or board).
Add Comment
Adds a comment to a selected Todoist task.
Know More About Todoist and Close Integrations
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Step by step guides to integrate Todoist and Close
Frequently Asked Questions
To start, connect both your Todoist and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in Close (or vice versa).
Absolutely. You can customize how Todoist data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and Close 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 Close. 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 Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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