Connect Toodledo and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note
New Task Created
New Task Created in Context
New Task Created In Folder
Task Is Completed
Task Is Starred
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note
Triggers when new note is Created.
New Task Created
Runs when a new task is created in Toodledo.
New Task Created in Context
Runs when a new task is created in the specified context.
New Task Created In Folder
Runs when a new task is created in the specified folder.
Task Is Completed
Runs when a task is marked completed.
Task Is Starred
Runs when a task is marked as starred.
Do thisActions
Action is the task that follows automatically within your Toodledo integrations.
Create Folder
Creates a new folder in Toodledo.
Create Note
Creates a new note in Toodledo, optionally adding it to a specified folder.
Create Task
Creates a new Toodledo task with the given title, notes, due date, reminders, tags, priority, goal, and location.
Create Outline
Adds a new outline to your Toodledo account.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Toodledo and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Toodledo data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Toodledo and Salesmate 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 Toodledo and Salesmate. 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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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