Connect Todoist and Simpro
Integrate Todoist with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Todoist + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Todoist
When this happens...
Project Created
New Incomplete Task
New Complete Task
New Task Created in Project
Choose an action
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Contact in Simpro when Project Created in Todoist
Use this flowCreate Company Customer in Simpro when Project Created in Todoist
Use this flowCreate Individual Customer in Simpro when Project Created in Todoist
Use this flowCreate Service Job in Simpro when Project Created in Todoist
Use this flowFind Job in Simpro when Project Created in Todoist
Use this flowFind Schedule in Simpro when Project Created in Todoist
Use this flowFind Quote in Simpro when Project Created in Todoist
Use this flowFind Company Customer in Simpro when Project Created in Todoist
Use this flowCreate Schedule in Simpro when Project Created in Todoist
Use this flowFind Contact in Simpro when Project Created in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between Todoist and Simpro.
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 in Project
Runs when a new task is added to a selected project in Todoist.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
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.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Todoist and Simpro workflows.
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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
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Todoist and Simpro 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 Todoist and Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Todoist triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Todoist. 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 Todoist and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Todoist and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
