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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.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
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 Freshsales Suite
Frequently Asked Questions
To start, connect both your Todoist and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Todoist data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and Freshsales Suite 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 Freshsales Suite. 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 Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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