Connect Todoist and Perfex 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 Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Todoist and Perfex 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.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead 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 Perfex CRM
Frequently Asked Questions
To start, connect both your Todoist and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Todoist data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and Perfex 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 Perfex 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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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