Connect Todoist and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Incomplete Task
New Complete Task
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Todoist and smartoffice
Enable Integrations or automations with these events of Todoist and smartoffice
Triggers
New Project
Trigger when a new project is created.
New Incomplete Task
Trigger when new Incomplete task is created .
New Complete Task
Triggers when Task is completed.
Actions
Find User
Searches for a user who is connected/shared with your account.
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
Mark a Task as Completed.
Create Task
Creates a New Task.
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Frequently Asked Questions
To start, connect both your Todoist and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Todoist data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and smartoffice 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 smartoffice. 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 smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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