Connect Todoist and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Incomplete Task
New Complete Task
Choose an Action
Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
Ready to use Todoist and Zendesk Sell automations
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
Trigger when new Incomplete task is created .
New Complete Task
Triggers when Task is completed.
New Product in Catalog
Triggers when a new product is added in catalog
New Task
Triggers when a new task is created
New Note
Triggers when a new note is created
Do thisActions
Action is the task that follows automatically within your Todoist integrations.
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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Step by step guides to integrate Todoist and Zendesk Sell
Frequently Asked Questions
To start, connect both your Todoist and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Todoist data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and Zendesk Sell 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 Zendesk Sell. 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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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