
When this happens...
New Note
New Task
New Task in Context
New Task in Folder
New Completed Task
New Starred Task

Automatically do this!
Enable Integrations or automations with these events of Toodledo and smarttouch-nexgen-crm
Triggers when new note is Created.
Triggers when new Tasks is Created.
Triggers when New Task is Created in Context.
Triggers when New Task is Created in Specific Folder.
Triggers when new Tasks is Completed.
Triggers when a new starred task is added or when an existing task is starred.
Creates a new Folder.
Create a Note in Folder.
Creates a Task.
Delete an Existing Folder.
Delete all an Existing Task.
Delete an Existing Context.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Toodledo and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how Toodledo data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Toodledo and smarttouch-nexgen-crm 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 smarttouch-nexgen-crm. 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.
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn MoreSmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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