Connect Todoist and SugarCRM
Integrate Todoist with SugarCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record In Any Module in any module of SugarCRM when Project Created in Todoist
Update Record In Any Module in SugarCRM when Project Created in Todoist
Find or Create Record In Any Module in SugarCRM when Project Created in Todoist
Create Lead in SugarCRM when Project Created in Todoist
Update Lead in SugarCRM when Project Created in Todoist
Popular Todoist + SugarCRM flows
Start from a real workflow other teams are already running.
Create Record In Any Module in any module of SugarCRM when Project Created in Todoist
Use this flowUpdate Record In Any Module in SugarCRM when Project Created in Todoist
Use this flowFind or Create Record In Any Module in SugarCRM when Project Created in Todoist
Use this flowCreate Lead in SugarCRM when Project Created in Todoist
Use this flowUpdate Lead in SugarCRM when Project Created in Todoist
Use this flowDelete Lead in SugarCRM when Project Created in Todoist
Use this flowCreate Account in SugarCRM when Project Created in Todoist
Use this flowUpdate Account in SugarCRM when Project Created in Todoist
Use this flowDelete Account in SugarCRM when Project Created in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between Todoist and SugarCRM.
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 Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 SugarCRM 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 more
About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Todoist and SugarCRM 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 SugarCRM 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 SugarCRM. No coding required.
Yes. You can set up a workflow where Todoist triggers actions in SugarCRM, and a separate workflow where SugarCRM 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 SugarCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Todoist and SugarCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
